(Remote) Financial Advisor

Full job description

About Our Company:

TDG was built to make it faster and easier to help clients with quality financial products. Today our approach blends industry expertise, technology, and the critical human touch to find you the right policy to protect your loved ones. Using state of the art predictive analytics, we are able to transform the complicated insurance process into a simple and enjoyable experience for our users. We are people who love helping people.

For over two decades we have established strong industry partners including companies such as Mutual of Omaha, Foresters Financial, AIG, CVS Health, BlueCross BlueShield, and many more. With such a fast growing industry, we are scaling quickly and looking for passionate people to protect the next million families.

About The Role:

The role of an Financial Advisor is to confidently guide customers through the life insurance buying process by educating customers on how life insurance works, which products are best suited for specific situations and to provide a world class customer experience by ensuring transparency in an industry that’s generally overly complicated, ambiguous and slow to adapt to change.

You will be responsible for sales outreach to customers that have gone through our quick and easy underwriting process and have been approved for coverage. The sales conversation includes a 'needs analysis' to understand the customer’s insurance needs, a review of recommended coverage options within that range and guidance when reviewing the policy contract so the customer can make an informed and confident buying decision. If you’re looking for a role that is responsible for shaping the future of life insurance sales and provides security for families in the event that the worst were to happen, then look no further!

To succeed in this role, you should have a strong desire to win and overachieve, while exuding a positive attitude and energy with customers and teammates. We’re looking for experienced sales professionals with exceptional communication skills, a strong passion for helping others and a drive to improve and get better each day. In this role, you will:

• Identify and understand an individual’s needs through in-depth discovery and effective communication via email, SMS, phone and/or in person.
• Manage a pipeline of approved customers and provide omni-channel support to drive approval conversions
• Build relationships and instill trust with customers in order to drive monthly and quarterly conversion targets
• Communicate the authentic value proposition and how we differ from other life insurance options in market
• Educate customers on their life insurance policy options and relevant policy details
• Iterate and improve upon workflows and outreach strategies
• Close new sales opportunities through effective inbound lead follow-up
• Drive referral activity by creating positive customer experiences
• Partner with marketing, underwriting experience, customer support, operations and product in order to execute team and company goals
• Stay up-to-date with new products/services and life insurance industry trends

Skills & Experience:

• 1-3 years of experience in sales, account management or related roles
• LIfe Insurance license is required
• Proven track record with ability to hit sales targets
• Excellent time management and organizational skills
• Proficiency experience with Salesforce or equivalent sales/CRM software
• Start up grit and can adapt to changes quickly
• Incredible drive to win
• Quick learner comfortable in a fast-paced, dynamic environment
• Excellent communication skills including strong phone presence
• Life insurance experience strongly preferred, but not required
• Passionate about delivering exceptional customer service

Everyone is welcome at TDG. We are an equal opportunity employer who values diversity and inclusion and look for applicants who understand, embrace and thrive in a multicultural world. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.