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Multifaceted Insurance Sales and Lead Generation

$250-750 USD

Closed
Posted 12 days ago

$250-750 USD

Paid on delivery
We are looking for a skilled Lead Generation and Appointment Setter to promote and sell IUL and insurance products. The successful candidate must have a proven track record in lead generation and appointment setting, as well as excellent communication and negotiation skills. Responsibilities include identifying potential leads, contacting customers, setting up appointments, and following up to ensure sales conversions. The ideal candidate should be familiar with IUL and insurance products, possess strong interpersonal skills, and be able to work independently. Training is provided.
 We are looking for someone that holds a valid state issued life insurance license or is willing to get a license in any state in America. To become a license agent you will have to be 18 years and up, hold a government issued ID in America, pass a background test, have a social security card, take the state exam and get a passing score, and take finger prints. A passing score in most states 70%. We have a self-paced pre-licensing course to study for the exam. Average study time is 7 days. Once they receive your license, (OJT) on the job training is provided. This is a work form home position. All clients interaction will be over the phone, on zoom calls, and your method of advertising. You will be paid for results and set your own hours. 
 Key Skills and Attributes Required: - Impressive Self-Motivation - Excellent Time Management - Outstanding Communication - Adaptability - Organization - Networking - Self-Discipline - Problem-Solving - Positive Attitude - Lead generation - Appointment setting - Persuasion and Negotiation - Familiarity with IUL and insurance industry. We will train you on IUL’s and all products. 
You will have 2 rolls in the company

. #1 Customer Acquisition Specialist. 
This position with require you to generate your own leads for customers looking for Financial Services such as: - IUL - Tax-Advantage, Wealth Accumulation Strategies - Infinite Banking and Family Banks - College Planning - Life insurance and Living Benefits - Estate and Legacy Planning - Business Owner Strategies - Asset Protection - Tax Free Solutions - Life Insurance You will screen them to fit our client profile: Married, Age 25 and over, has Children, has a job, income over $50,000 thousand yearly. 
The person I hire will be generating and verifying the quality of their own leads by contacting the customer by calling or messaging them to scheduling a zoom call using Calendly. 
The states will depending on the states you hold an active license in. (I will help you get your Non-Residence license in the states you get clients)

 #2 Agent Acquisition Specialist. 
I am looking for someone to scout for people looking for jobs that allows them to excel in the company quickly. I am looking to hire 10 more agents just like you. Or agents with potential in any state (CLOSERS). This position with require you to generate your own leads for potential life insurance agents screen them for the criteria listed above, and book the potential agent on a zoom call with me or one of my staff using Calendly.
 Please note that these agents will not be your competition. Agents in our company work together as a team and support each other. 

For this job, Customer Acquisition is mandatory. Agent Acquisition is optional. All contracts go thru 3 phases. Phase 1 - Submission of completed contract for approval. Phase 2 - Approved by the insurance company. Phase 3 Contract signed by the customer. You will receive $200 when your third contract is signed by the customer. $100 bonus if your third signed contract is submitted within one week of receiving your license. Plus 30% commission on all the contract customers sign. You will have a trainer with you for the first 10 calls you complete. There are also options to get a higher contract amount as you are able to prove your skills as a closer. If you are ready to put your skills to the test, let’s get started.
Project ID: 38078414

About the project

5 proposals
Remote project
Active 11 days ago

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5 freelancers are bidding on average $371 USD for this job
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Dear Hiring Manager, I am highly motivated Top Rated Digital Marketing specialist on freelancer with more than 8 years experience as a SEO Specialist and ORM Expert. I am adept in original content development, search friendly architecture solutions and keyword research. I excel at: 1. Search Engine Optimization 2. Social Media Optimization and Marketing 3. Online Reputation Management 4. Content Marketing 5. Brand Promotion and Reputation Management 6. Regular Link Building 7. Service Newsletter and Press Release spreading by Email Marketing 8. Any I work with all PPC platforms: Google, Bing, Tiktok, Snapchat, Twitter, LinkedIn, Facebook, Yelp and more. I am capable for this project and I can deliver this as a quality work, within reasonable price quickly and efficiently. I have delivered many project successfully and my previous clients still appreciate me for my quality work and good professional behavior. I am very excited to learn more about this opportunity and share how I will be a great fit for this job. Looking forward for your valuable response. Warm Regards, Alia “Today it’s not about ‘get the traffic’ — it’s about ‘get the targeted and relevant traffic.”
$250 USD in 7 days
5.0 (1 review)
2.8
2.8
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Hi there! I am a Freelance Project Manager for telemarketing freelancers here in the Philippines. I saw your job posted and I'm very interested to offer our services. We are more than 5 years in the BPO industry now and we handle different campaigns from US and UK. We have expertise in cold calling, Outbound and Inbound B2B and B2C sales, Appointment setting, Lead Generation, Customer Service, and Virtual Assistance and Data entry. Our clients are very satisfied with our services because we drive more sales to their campaigns. We can work remotely or virtually, we have reliable internet service, we have our dialler and we have a rock star team ready to work for you. We are looking forward to hear from you soon! Have a great day! Thank you..
$250 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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As an accomplished and highly-motivated professional, I recognize the importance of self-discipline and exceptional time management skills in delivering quality results. My background is deeply rooted in sales and marketing, particularly in the risky and multifaceted world of insurance. Over the years, I have honed strong persuasive and negotiative abilities that are crucial to leading generation and appointment setting. What sets me apart in this competitive industry is my unwavering commitment to providing a personal touch. Your project requires not only securing leads but also meaningful connection with potential clients, confirming their eligibility based on specific criteria. I am well-prepared to take on this challenge as I have extensive experience managing diverse client groups in various fields including healthcare, fintech, and retail. Lastly, being passionate about continuous learning and growth, I am willing and committed to adapting myself to the nuances of your products such as Infinite Banking and Family Banks or Life insurance. I firmly believe that aligning my global consulting and sales expertise with your vision for industry reinvention will yield transformative outcomes. Trust me to be your long-term partner in spearheading innovative strategies while ensuring strong customer acquisition or agent acquisition for your firm's expansion plans.
$500 USD in 7 days
0.0 (0 reviews)
0.0
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Flag of UNITED STATES
Centreville, United States
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Member since May 7, 2024

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