Client Service and Sales Representative

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

📋 Description

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

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

• Assist clients throughout the application procedure.

• Maintain ongoing communication and follow-up with clients.

• Utilize the designated CRM to monitor activities and organize the workweek.

• Collaborate with individuals and families seeking life insurance via phone and video from a home setting.

⛳️ Requirements

• Must reside in New York.

• Authorized to work in the United States.

• Excellent communication skills and a desire to learn.

• Capable of staying organized and effectively managing daily tasks.

• Comfortable working independently while receiving support.

• Ready to obtain a New York life and health insurance license with assistance from the company.

• No prior sales or insurance experience necessary.

• A New York resident life and health insurance license is required before engaging with clients, but it is not necessary to apply.

🏝️ Benefits

• Comprehensive onboarding and training program.

• Assistance with obtaining your New York license.

• Access to CRM and client management resources.

• Continuous coaching and professional development.

• No costs incurred by the company for training or onboarding.