Conduct calls with prospects to collect information and transfer qualified leads to licensed insurance advisors. Use multiple computer systems to look up lead records and accurately disposition interactions while following scripts and compliance regulations.
Requirements overview
Requires a high school diploma or equivalent and comfort using computers and learning new systems. Candidates should possess strong verbal communication skills and the ability to work independently in a quiet, distraction-free remote environment.
Key skills
Verbal communicationProblem-solvingInterpersonal skillsMultitaskingAttention to detailCustomer serviceSalesAdministrativeComputer literacyData entryPhone etiquetteAdaptabilityResilience
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eFinancial is making it faster, easier, and more affordable for everyday Americans get life insurance coverage. Founded in 2001, eFinancial is an online and call center-based insurance agency that makes buying life insurance more convenient than traditional face-to-face options. Today, consumers can get the personal coverage they need from the convenience of their home, office or even on the go.
Using a patented sales technology platform, we operate three call centers in Chicago; Bellevue, Washington; and Tempe, Arizona. Our licensed agents and representatives reach thousands of people each day, offering a wide selection of coverages from top-rated insurance companies to help meet their unique life insurance needs – and often with just a single phone call.
Customer Service & SupportSalesFinance & AccountingAdministrative
Description
WHO WE ARE:
Fidelity Life is a leading provider of financial security for middle market
consumers. With a history of innovation, the company is redefining the life
insurance industry with patented products and processes. Fidelity Life pioneered
the use of predictive analytics to streamline the new business process and
revolutionize the speed that policies can be issued. Established in 1896,
Fidelity Life enjoys a long track-record of success and continues to build its
reputation of sound fiscal management and customer-focused innovation.
In concert with Fidelity Life, eFinancial is an online and call-center-based
insurance agency with a proven direct-to-consumer life insurance model. Using a
proprietary and patented sales technology platform, eFinancial’s licensed agents
help thousands of consumers each day with their unique life insurance needs –
often with just a single phone call. To complement this channel, the company
recently expanded to offer an entirely digital purchase experience.
Fidelity Life and eFinancial are part of iA Financial Group and are
revolutionizing the life insurance industry to make protection more accessible
and affordable for everyday Americans. With integrated marketing, product
manufacturing, and controlled distribution, the enterprise is uniquely
positioned to grow.
WORK ARRANGEMENT & SCHEDULE
EMPLOYMENT STATUS: PART-TIME
Hours per week: 20 hours
Workdays: Monday-Friday
Schedule: 12:00 pm - 4:00 pm CST
This remote, part-time opportunity is designed for candidates seeking
meaningful, flexible work to complement their life. Ideal for students who want
a simple way to earn money between classes or stay at home parents with a few
hours free in the middle of the day to earn supplemental income, this position
is a great option for those who want flexibility to work from anywhere in the
U.S. Hires received a week-long training, tech hardware and systems, and ongoing
virtual support to conduct calls with prospective clients. Candidates from all
backgrounds are encouraged to apply.
KEY RESPONSIBILITIES:
* Conduct calls with prospects to collect information and transfer qualified
leads to licensed insurance advisors.
* Use multiple computer systems and databases to look up lead records and
accurately disposition interactions.
* Follow phone scripts and workflows to maintain compliance with applicable
laws and regulations.
* Support our mission and corporate objectives by collecting accurate
information to facilitate life insurance sales.
* Meet performance metrics, including on-time attendance and high call
availability, daily call minimums, call to transfer percentage, quality
scores, and customer satisfaction ratings.
* As needed, participate in training to remain current on systems and
regulatory requirements.
SKILLS & PREFERRED EXPERIENCE:
* Strong verbal communication skills with a clear, professional phone presence.
* Strong problem-solving and interpersonal skills.
* Comfortable working independently in a remote setting.
* Adaptability and resilience when interacting in a fast-paced setting with all
types of individuals.
* Bilingual or multilingual communication skills are a plus, including English
and Spanish.
QUALIFICATIONS:
* High school diploma or equivalent.
* Customer service, sales, administrative, retail, hospitality, campus,
volunteer, or other experience involving communication with customers or the
public is preferred; relevant school or community experience applies.
* Comfort using computers, learning new systems, and working across multiple
applications; training on company-specific tools will be provided.
* Ability to multitask while maintaining attention to detail in a fast-paced
environment.
* A quiet, distraction-free work environment with reliable access to high-speed
internet.
ESSENTIAL FUNCTIONS:
Role involves several hours of sitting or standing at a desk in front of a
computer screen while wearing and speaking into a telephone headset. No
on-camera presence is required. One to two short breaks each shift.
COMPENSATION & BENEFITS:
Part-time benefits: We believe in promoting employee flexibility that helps to
balance your life and aspirations.
* Hourly Rate: $20.00/hr
* 401(k) Plan: Save for your future with a company match to help you grow your
retirement savings.
* Sick Time accrues each pay period: Take time off when you need it.
*
Remote work is not available in the following States:
California, Colorado, Massachusetts, New York, Oregon, and Utah
#FidelityLifeAssociation #eFinancial #hiring #LI-Remote #IND-Corporate
EEOC/Other: eFinancial/Fidelity Life Association is an equal opportunity
employer and supports a diverse workplace. As an eFinancial/Fidelity Life
employee, you will be eligible for Medical and Dental Insurance, Health Savings
Accounts, Flexible Spending Accounts (Health, Dependent Care & Transit), Vision
Care, 401(K), Short-term and Long-term Disability, Life and AD&D coverages.
Requirements
•Verbal communication
•Problem-solving
•Interpersonal skills
•Multitasking
•Attention to detail
•Customer service
•Sales
•Administrative
•Computer literacy
•Data entry
•Phone etiquette
•Adaptability
•Resilience
Benefits
•401(k) Plan
•Sick Time
•Medical Insurance
•Dental Insurance
•Health Savings Accounts
•Flexible Spending Accounts
•Vision Care
•Short-term Disability
•Long-term Disability
•Life Insurance
•AD&D Coverage
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