Life Health Insurance Agent

Company Description Family Pillar Capital Group is a financial services organization focused on helping individuals and families protect their health, life, and financial well-being. The company offers a range of insurance products and advisory services designed to provide long-term security and peace of mind. Team members work collaboratively to deliver personalized solutions that address clients’ unique needs and circumstances. The culture emphasizes integrity, client education, and building trusted relationships over time.
Role Description This full-time remote Life Health Insurance Agent role is responsible for advising clients on life and health insurance options that align with their personal and financial goals. Day-to-day tasks include conducting virtual consultations, assessing client needs, explaining policy features, and recommending appropriate coverage. The agent will prepare quotes, process applications, and follow up with clients to ensure smooth onboarding and ongoing support. Additional responsibilities include staying current with industry regulations, participating in training, and collaborating with the brokerage team to optimize client solutions. The role requires consistent client outreach, maintaining accurate records in CRM systems, and meeting performance and compliance standards.
Qualifications
Strong foundation in Insurance, Health Insurance, and Life Insurance products, with the ability to explain coverage options clearly.
Experience in Insurance Brokerage, including working with multiple carriers to find suitable policies for diverse client needs.
Knowledge of Medicare and related supplemental plans, and the ability to guide clients through enrollment and coverage decisions.
Effective Communication skills, including active listening, clear presentation of complex information, and professional written follow-up.
Relevant state insurance licensing (Life and Health) or eligibility to obtain licenses within a defined timeframe.
Comfort working in a remote environment, with strong time management, organizational skills, and proficiency in digital tools and CRM systems.
Client-focused mindset with a commitment to ethical sales practices, regulatory compliance, and ongoing professional development.
Prior experience in insurance, financial services, or client advisory roles is preferred but not strictly required.

Work arrangement
Yes