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Virtual Health and Wellness Benefits Advisor

Licensed Sales Agent (Remote)

Job Description: As a Licensed Sales Agent, you will play a key role in prospecting, quoting, and selling life and health insurance policies. You'll work within a dynamic, growth-focused team while providing expert recommendations and building lasting relationships with clients. Your goal is to identify coverage gaps and offer solutions that best meet your clients' needs.

This position offers the flexibility to be your own boss, with the added benefit of a proven system and extensive company support at no cost to you. As a trusted advisor, you'll help individuals and families make informed decisions to secure their financial futures.

Responsibilities:

  • Prospecting & Quoting: Generate leads and provide quotes to potential customers based on their unique needs.

  • Sales & Closing: Use proven sales techniques to identify customer needs, highlight coverage gaps, and convert prospects into clients.

  • Follow-Up: Adhere to agency guidelines to ensure timely follow-ups and meet daily and monthly sales targets.

  • Customer Service: Assist clients throughout the insurance process, ensuring their needs are met and they’re fully protected.

  • Sales Goals: Achieve personal sales targets while maintaining high levels of customer satisfaction.

  • Adherence to Policies: Comply with industry regulations and internal processes to protect both the agency and its clients.

Ideal Candidate:

  • Self-Motivated: Independent and driven to take ownership of your sales goals and performance.

  • Results-Driven: Energized by challenges and committed to achieving success.

  • Strong Communicator: Excellent communication skills with a passion for helping others.

  • Adaptable: Comfortable with multiple computer programs and quick to learn new tools.

  • Coachable: Receptive to feedback and eager to improve your sales performance.

  • Critical Thinker: Strong problem-solving skills and the ability to make sound decisions under pressure.

Requirements:

  • Current Life & Health Insurance License: If you don’t already have one, we’ll support you with training and resources to obtain the necessary state license.

  • Independent Work: Manage your own schedule and hold yourself accountable to achieve your sales targets.

  • Sales & Communication Skills: Proven ability to engage prospects, close deals, and provide excellent customer service.

  • High Stress Tolerance: Ability to thrive in a fast-paced, dynamic sales environment.

Additional Benefits:

  • Compensation: Weekly commission + monthly performance-based bonuses.

  • Earning Potential: Average earning potential of $60,000 - $100,000+ per year.

  • Career Growth: Opportunities to advance within one of the largest exclusive life insurance agencies in the U.S.

  • Mission-Driven: Join an agency with a long-standing commitment to serving Veterans, Union members, and their families since 1951.

How to Apply:

If you’re highly motivated, passionate about helping others, and eager to thrive in a sales-driven role, we want to hear from you! Apply today to take the first step toward building a rewarding career with us.

Average salary estimate

$80000 / YEARLY (est.)
min
max
$60000K
$100000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Virtual Health and Wellness Benefits Advisor, AO SOUTH

Looking to embark on an exciting career as a Virtual Health and Wellness Benefits Advisor with a leading agency in McKinney, Texas? As a Licensed Sales Agent, you'll dive into the world of life and health insurance policies, mastering the art of prospecting, quoting, and selling while working in a vibrant and growth-oriented team. This role is all about building lasting relationships with clients and guiding them towards informed decisions regarding their financial futures. Your day-to-day will include identifying clients' insurance needs, tackling coverage gaps, and adhering to sales targets—all while maintaining high levels of customer satisfaction. With the freedom of being your own boss, you will also have the backing of a proven system and substantial company support at no cost. The ideal candidate is self-motivated, results-driven, and possesses strong communication skills, ready to thrive in a fast-paced environment. If you’re eager to help others secure their financial well-being, this is the perfect chance for you to grow and succeed in your insurance career.

Frequently Asked Questions (FAQs) for Virtual Health and Wellness Benefits Advisor Role at AO SOUTH
What are the main responsibilities of a Virtual Health and Wellness Benefits Advisor at this company?

As a Virtual Health and Wellness Benefits Advisor at our company, your primary responsibilities include prospecting for leads, providing insurance quotes tailored to clients' needs, and converting prospects into satisfied customers. You'll be tasked with following up with clients in a timely manner, assisting throughout the insurance process, and ensuring their coverage meets their requirements. Maintaining high customer satisfaction and achieving sales goals are crucial parts of your role.

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What qualifications do I need to become a Virtual Health and Wellness Benefits Advisor?

To become a Virtual Health and Wellness Benefits Advisor, you need a current Life and Health Insurance License. If you don't have one yet, don’t worry; our company offers support and resources to help you obtain it. Additionally, strong sales and communication skills are essential, along with the ability to manage your own schedule and work independently.

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How does the compensation structure work for a Virtual Health and Wellness Benefits Advisor?

Our compensation structure for a Virtual Health and Wellness Benefits Advisor includes weekly commissions based on the policies you sell, along with monthly performance-based bonuses. Experienced agents can earn between $60,000 to over $100,000 per year, making this a lucrative opportunity for motivated individuals.

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What growth opportunities are available for a Virtual Health and Wellness Benefits Advisor?

As a Virtual Health and Wellness Benefits Advisor with us, you'll find plenty of opportunities for career advancement within one of the largest exclusive life insurance agencies in the nation. Whether you're looking to enhance your sales skills or move into leadership roles, the potential for professional growth is substantial.

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What personal qualities contribute to success as a Virtual Health and Wellness Benefits Advisor?

Success as a Virtual Health and Wellness Benefits Advisor hinges on being self-motivated and results-driven, combined with excellent communication and problem-solving skills. Being adaptable and coachable are also key traits, as the ability to embrace feedback and perform well under pressure will ensure you not only meet but exceed your sales targets.

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Common Interview Questions for Virtual Health and Wellness Benefits Advisor
Can you describe your experience with insurance sales?

When answering this question, focus on your background in insurance, emphasizing specific experiences that highlight your sales skills and customer service excellence. Discuss any relevant licenses or training and provide examples of how you've successfully helped clients understand their insurance needs.

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How do you identify a client's needs during the sales process?

Demonstrate your understanding by explaining a structured approach: asking open-ended questions, listening actively, and assessing their current coverage. Share examples where your ability to identify gaps led to successful sales.

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What strategies do you use to close a sale?

Discuss effective sales techniques you've used in the past, such as using urgency, framing the insurance as a solution to a problem, and building rapport. Provide an example of a challenging sale you've closed and the methods you employed.

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How do you handle client objections?

Address this question by outlining your approach to objections: remain calm, actively listen, empathize with the client's concerns, and provide clear, reassuring responses. Illustrate with a real-life example of how you've successfully turned an objection into a sale.

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What motivates you in a sales role?

Share your intrinsic motivations—whether it's meeting personal goals, helping clients protect their families, or achieving financial success. Highlight how these motivations drive you in your role as a Virtual Health and Wellness Benefits Advisor.

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Describe a time when you exceeded a sales target?

Provide a detailed account of a specific instance where you not only met but exceeded your sales goals. Mention the strategies you implemented, the challenges faced, and how you overcame them to succeed.

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How do you keep yourself organized when managing multiple clients?

Discuss tools or software you utilize for time management and organization. Speak to your personal strategies, such as setting schedules, prioritizing tasks, and using reminders to stay on top of follow-ups.

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What role does customer service play in your sales approach?

Explain that customer service is paramount. Successful sales are built on trust and satisfaction. Discuss how you ensure clients feel valued and supported throughout the process, leading to repeat business and referrals.

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How do you stay informed about changes in the insurance market?

Detail your commitment to ongoing education—mention industry publications, training seminars, and networking with other professionals. Emphasize your proactive approach to staying updated on best practices and regulations.

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Why do you want to work as a Virtual Health and Wellness Benefits Advisor for our company?

Customize your answer to reflect the values and mission of the company. Discuss alignment with your personal goals and appreciation for the support and resources they offer to help you succeed in this role.

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EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
April 2, 2025

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