Estate Specialist [Fully Remote / CA Applicants Only]
Job Overview
We are seeking a detail-oriented and highly organized Estate Specialist to manage and oversee accounts regarding our client's estate management. The ideal candidate will have extensive service experience and some knowledge of life insurance, legal considerations, and estate planning. This role is critical to ensuring that estates are effectively managed, and assets are maximized for our client's families.
Key Responsibilities
? Client Relations: Serve as the primary point of contact for clients, addressing their needs, providing updates, and ensuring that all matters related to the estate are handled efficiently
? Product Knowledge: Stay up-to-date on the full range of life insurance products (e.g., term life, whole life, universal life) and the benefits of each, enabling you to recommend the best options for clients
? Policy Customization: Analyze clients' financial goals and offer life insurance solutions that meet their long-term needs, including coverage options, premium structures, and riders
? Follow-Up & Relationship Building: Maintain regular contact with clients, ensuring they are satisfied with their policies and addressing any questions or concerns
? Document Management: Prepare, review, and manage all documentation related to estate transactions, including wills, deeds, and tax forms
? Administrative Duties: Prepare and submit accurate paperwork for insurance policy applications, ensuring that all documents are compliant with legal and regulatory standards
? Claims Assistance: Assist clients with the claims process when necessary, ensuring a smooth and timely experience
Qualifications
? High school diploma or equivalent (required). Bachelor?s degree in business, finance, or related field (preferred)
? Ability to work independently and manage your schedule effectively
? Strong organizational skills and attention to detail
? Ability to build rapport with clients and establish trust-based relationships
? Comfortable working in a target-driven environment and achieving sales goals.
? Excellent communication, interpersonal, and problem-solving skills
? High attention to detail and strong organizational abilities
? Ability to manage multiple tasks and priorities in a fast-paced environment
Preferred Skills
? Experience in the life insurance industry or financial planning
? Bilingual or multilingual abilities (a plus)
? Knowledge of digital marketing and lead generation tools
Benefits
? Competitive pay with commission-based earning potential
? Health insurance reimbursement
? Residual income account
? Flexible schedule
? Ongoing training and professional development opportunities
? Performance-based incentives and bonuses
Powered by JazzHR
KJrLN9lTap
Similar Remote Jobs
Estate Specialist [Fully Remote / CA Applicants Only]
Posted on: 04-02-2025 19:20
Travel Agent - Independent Contractor with Flexible Schedule
Posted on: 04-02-2025 19:20
Costco Wholesale Part-Time Customer Service Based Phone/Chat Agent
Posted on: 04-02-2025 19:20
Work from home - Data Entry Specialist (Remote)
Posted on: 04-02-2025 19:20
Remote Virtual Assistant - Join Our Dynamic Team
Posted on: 04-02-2025 19:20
Frontend Web Software Engineer, Users, Listings & Platform
Posted on: 04-02-2025 19:20
Customer Service Rep - Remote Data Entry Clerk
Posted on: 04-02-2025 19:20
Assessment Nurse LPN/RN -Flexible Schedule,Great Earning,Non-Bedside! Fulton County
Posted on: 04-02-2025 19:20
Population Health Project Manager IV - Non- IT
Posted on: 04-02-2025 19:20
Regional Human Resources Business Partner ? US (Remote)
Posted on: 04-02-2025 19:20
Discover Entry-Level Remote Jobs Near You | Earn $25-$35/hr | Start Now
Posted on: 03-09-2024 00:00
FedEx Data Entry (Remote, Part/Full Time) - Apply Now
Posted on: 16-07-2024 18:50
Associate Customer Success Manager (WI, MN, IA, ND, SD)
Posted on: 24-01-2025 04:52
Graphic/Brand Designer - Creative Director
Posted on: 19-11-2024 06:06
Disney Remote Job At Home ? Entry level assistant (Remote) ? The EliteJob In US
Posted on: 22-10-2024 05:28
Social Media Manager - Remote
Posted on: 23-11-2024 06:30
Homemakers / Stay-at-Home Moms ? Flexible Hours
Posted on: 11-08-2024 00:00
Time & Attendance Specialist
Posted on: 02-12-2024 03:11
New Openings for Remote Customer Service Representatives - Earn 19 Per Hour
Posted on: 19-11-2024 06:08
Fully Remote Data Entry Clerk - No Experience
Posted on: 23-09-2024 00:00