Customer Service and Sales Representative

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

📋 Description

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

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

• Assist clients throughout the application process.

• Maintain regular contact and follow up with clients.

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

• Collaborate with individuals and families seeking life insurance via phone and video from the comfort of your home.

⛳️ Requirements

• Reside in Indiana.

• Legally authorized to work in the U.S.

• Possess clear communication skills and a desire to learn.

• Capable of staying organized and managing your daily tasks.

• Comfortable working autonomously while receiving support.

• Open to obtaining an Indiana life and health insurance license; the company will assist with licensing.

• No prior sales or insurance experience is required.

• Licensing fees, if applicable, are covered directly by the state licensing authority.

🏝️ Benefits

• Comprehensive onboarding and training program.

• Assistance with obtaining your Indiana license.

• Access to CRM and client management tools.

• Continuous coaching and professional development opportunities.

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