Client Service and Sales Representative

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

📋 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 procedure.

• Maintain ongoing communication and follow-up with clients.

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

• Operate remotely from home and connect with clients via phone and video.

⛳️ Requirements

• Reside in Texas.

• Authorized to work in the United States.

• Excellent communication skills and a desire to learn.

• Capable of staying organized and managing daily activities.

• Comfortable working autonomously while receiving support.

• Willing to obtain a Texas life and health insurance license (assistance will be provided).

• No previous insurance experience necessary.

• Must secure a Texas resident life and health insurance license prior to client interactions.

• State licensing fees, where applicable, will be paid directly to the state licensing authority.

🏝️ Benefits

• Comprehensive onboarding and training program.

• Assistance in obtaining your Texas insurance license.

• Access to CRM and client management tools.

• Continuous coaching and professional development.