Client Sales Associate

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

📋 Description

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

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

• Assist clients throughout the application process.

• Maintain follow-up and communication with clients.

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

• Meet clients via phone and video while working remotely.

⛳️ Requirements

• Must reside in Hawaii.

• Authorized to work within the U.S.

• Strong communication skills and a desire to learn.

• Ability to stay organized and manage daily tasks effectively.

• Comfortable working autonomously, with available support.

• Willingness to obtain a Hawaii life and health insurance license; assistance will be provided by the company.

• A Hawaii resident life and health insurance license is required prior to client interaction.

• No previous sales or insurance experience is necessary.

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

🏝️ Benefits

• Comprehensive onboarding and training program.

• Assistance in obtaining your Hawaii license.

• Access to CRM and client management tools.

• Continuous coaching and professional development.

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