Customer Service and Sales Representative

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

📋 Description

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

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

• Assist clients throughout the application journey.

• Maintain and follow up on client relationships.

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

• Conduct client meetings via phone and video from the comfort of your home.

⛳️ Requirements

• Must reside in Michigan.

• Eligible to work in the United States.

• Strong communication skills and a desire to learn.

• Capable of staying organized and managing daily tasks effectively.

• Comfortable working autonomously, while receiving support.

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

• Previous sales or insurance experience is not necessary.

• A Michigan resident life and health insurance license is required prior to client interactions.

• License is not mandatory to apply; the employer will support candidates through the pre-licensing course and state examination.

🏝️ Benefits

• Comprehensive onboarding and training program.

• Assistance in obtaining your Michigan license.

• Access to CRM and client management resources.

• Continuous coaching and professional development.

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

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