Insurance Life Planner

Company Description Constella is a collaborative professional networking group that connects driven individuals who believe that meaningful growth happens together. The organization brings together professionals from complementary fields to share insights, exchange expertise, and expand their networks. By fostering strong relationships and ongoing collaboration, Constella helps members identify new business opportunities and accelerate their professional development. Team members join a supportive environment that values initiative, knowledge sharing, and long-term partnerships.
Role Description The Insurance Life Planner at Constella will focus on helping clients understand and select life insurance solutions that align with their long-term financial goals. This part-time remote role involves assessing client needs, explaining policy options in clear terms, and guiding clients through coverage recommendations and application processes. The Insurance Life Planner will maintain regular communication with clients, follow up on leads generated through the Constella network, and collaborate with other professionals to offer integrated financial and insurance perspectives. The role also includes preparing basic proposals, keeping accurate records of client interactions, and staying informed about industry trends and regulatory changes.
Qualifications

• Strong knowledge of Insurance and General Insurance principles, products, and regulatory requirements.
• Demonstrated Sales skills, including prospecting, relationship building, and consultative selling.
• Experience with Marketing activities related to insurance or financial services, such as outreach, client education, and lead nurturing.
• Ability to communicate complex insurance concepts in a clear, empathetic, and accessible manner.
• Proven ability to work independently in a remote setting, manage time effectively, and handle multiple client situations.
• Relevant certification or licensing in life insurance (where required by local regulations) is strongly preferred.
• Prior experience in financial planning, insurance advising, or related client-facing roles is an advantage.
• Comfort working within collaborative, cross-disciplinary professional networks.