Client Care and Sales Representative

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

📋 Description

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

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

• Assist clients throughout the application process.

• Maintain ongoing communication with clients through follow-ups.

• Utilize the provided CRM to monitor activity and organize the workweek.

• Collaborate with individuals and families seeking information about life insurance.

⛳️ Requirements

• Must reside in Ohio.

• Authorized to work in the United States.

• Strong communication skills and a desire to learn.

• Ability to stay organized and manage daily tasks effectively.

• Comfortable working autonomously, with available support.

• Willing to obtain an Ohio life and health insurance license; assistance will be provided by the company.

• No previous insurance experience is necessary.

• Required to secure an Ohio resident life and health insurance license before engaging with clients.

• Role involves remote work using phone and video communication.

• Operate as a 1099 independent contractor with compensation fully based on commission.

• Licensing fees may apply and are to be paid directly to the state licensing authority.

🏝️ Benefits

• Comprehensive onboarding and training process.

• Assistance in obtaining your Ohio license.

• Access to CRM and client management tools.

• Continuous coaching and professional development.

• Opportunity to work remotely from home.

• No fees charged by the company for training or onboarding programs.

• State licensing fees covered directly by the state licensing authority where applicable.