Remote Client Protection Agent — Entry Level

Meron Financial Agency•Modesto, CA
•Remote

About The Position

Think of this less as a traditional sales job and more as a "help people solve a problem they already came to you about" job — because that's genuinely closer to what the day-to-day feels like. Every client on your schedule requested information about protecting their family financially — through life insurance coverage that ensures bills get paid, a mortgage stays covered, or income continues if something happens unexpectedly. You're never cold calling or chasing anyone down. Your role is walking through their situation and helping them choose coverage that genuinely fits, using our network of more than 60 carrier partners. We provide full training covering the fundamentals of how different types of coverage work, how to have an honest and empathetic conversation about a sensitive topic, and how to actually close a policy once a family has made their decision. You'll also have mentorship from experienced agents as you build confidence and your own client base.

Requirements

  • U.S. resident
  • Background-check eligible
  • Licensed for Life & Health insurance, or willing to become licensed

Nice To Haves

  • Genuinely wants to help when someone comes to you with a real concern.
  • Does not thrive on the chase of a hard sell.

Responsibilities

  • Help clients solve problems related to financial protection.
  • Assist clients in choosing life insurance coverage that fits their needs.
  • Work with a network of over 60 carrier partners.
  • Have honest and empathetic conversations about sensitive topics.
  • Close policies once a family has made their decision.
  • Build confidence and your own client base.

Benefits

  • Full training provided
  • Mentorship from experienced agents
  • Performance-based incentives
  • Guidance through the licensing process
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