Client Service and Sales Representative

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

📋 Description

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

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

• Assist clients throughout the application process.

• Maintain and nurture client relationships through follow-up.

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

• Participate in training and coaching sessions.

⛳️ Requirements

• Reside in Oklahoma.

• Authorized to work in the United States.

• Strong communication skills and a readiness to learn.

• Ability to stay organized and manage daily tasks effectively.

• Comfortable working independently while receiving support.

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

• License must be obtained before working with clients, but it is not necessary to apply.

• No previous experience in insurance is required.

🏝️ Benefits

• Comprehensive onboarding and training process.

• Support for acquiring your Oklahoma license.

• Access to CRM and client management tools.

• Continuous coaching and development opportunities.

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