Client Service and Sales Representative

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

📋 Description

• Connect with individuals who have expressed interest in coverage information.

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

• Assist clients throughout the application process.

• Maintain and follow up on client relationships.

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

• Engage with clients via phone and video from the comfort of your home.

⛳️ Requirements

• Reside in Washington state.

• Must be authorized to work in the United States.

• Excellent communication skills and a readiness to learn.

• Ability to stay organized and effectively manage daily tasks.

• Comfortable working independently while receiving support.

• A Washington resident life and health insurance license is required prior to client engagement.

• Must be willing to obtain a Washington life and health insurance license; the company will provide assistance with pre-licensing courses and the state exam.

• Prior sales or insurance experience is not necessary.

• No license is needed to apply.

• This position operates under a 1099 independent contractor arrangement.

• No cold calling involved.

🏝️ Benefits

• Comprehensive onboarding and training program.

• Assistance in obtaining your Washington license.

• Access to CRM and client management tools.

• Continuous coaching and professional development.

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

• Opportunity to work from home.

• Engage with clients through phone and video calls.