Client Care and Sales Representative

This is a fully remote position, open to applicants in Iowa.

📋 Description

• Engage with individuals who have shown interest in learning about coverage; no cold calling involved.

• Assess clients' requirements and provide appropriate life insurance solutions.

• Assist clients throughout the application process.

• Maintain follow-up communication and build relationships with clients.

• Utilize the provided CRM system to monitor activities and plan your week.

• Conduct scheduled phone or video calls with potential clients.

⛳️ Requirements

• Must reside in Iowa.

• Authorized to work in the United States.

• Strong communication skills and a desire to learn.

• Ability to remain organized and effectively manage daily tasks.

• Comfortable working independently while receiving support.

• Willingness to obtain an Iowa life and health insurance license, with assistance from the company.

• Previous experience is not required.

• Any applicable state licensing fees will be paid directly to the licensing authority.

🏝️ Benefits

• Opportunity to work from home.

• Flexibility to plan your own weekly schedule.

• Comprehensive onboarding and training process.

• Support in obtaining your Iowa life and health insurance license.

• Access to CRM and client management resources.

• Continuous coaching and professional development.