Client Sales Associate

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

📋 Description

• Engage with individuals who have inquired about coverage; no cold calling involved.

• Assess clients’ needs and offer appropriate life insurance solutions.

• Assist clients throughout the application process.

• Maintain communication and follow up with clients regularly.

• Utilize the provided CRM to monitor activities and organize your work week.

• Participate actively in training and coaching sessions.

⛳️ Requirements

• Must reside in Arizona.

• Authorized to work within the U.S.

• Strong communication skills and a readiness to learn.

• Ability to stay organized and manage daily tasks effectively.

• Comfortable working autonomously while having support available.

• Required to obtain an Arizona resident life and health insurance license prior to client interaction; the company will assist with the pre-licensing course and state examination.

• No previous insurance experience is necessary.

🏝️ Benefits

• Comprehensive onboarding and training program.

• Assistance with obtaining your Arizona license.

• Access to CRM and client management tools.

• Continuous coaching and professional development.

• The company does not charge any fees for training or onboarding.