Customer Service Sales Advisor

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

📋 Description

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

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

• Assist clients throughout the application process.

• Maintain ongoing communication and follow-up with clients.

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

⛳️ Requirements

• Reside in Connecticut.

• Legally authorized to work in the U.S.

• Excellent communication skills and a readiness to learn.

• Capacity to stay organized and manage daily tasks effectively.

• Comfortable working autonomously while receiving support.

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

• No previous insurance experience necessary.

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

🏝️ Benefits

• Comprehensive onboarding and training program.

• Assistance in obtaining your Connecticut license.

• Access to CRM and client management tools.

• Continuous coaching and professional development.