Customer Service Sales Advisor

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

📋 Description

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

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

• Assist clients throughout the application process.

• Maintain communication and follow up with clients.

• Utilize the provided CRM to monitor activities and manage your weekly tasks.

• Discuss life insurance options with individuals and assist them in selecting and applying for coverage.

⛳️ Requirements

• Must reside in Kansas.

• Authorized to work in the United States.

• Strong communication skills with a desire to learn.

• Ability to stay organized and manage daily activities effectively.

• Comfortable working autonomously while receiving support.

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

• A Kansas resident life and health insurance license is necessary before working with clients, but it is not required to apply.

• No prior sales or insurance experience is necessary.

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

🏝️ Benefits

• Comprehensive onboarding and training program.

• Assistance in obtaining your Kansas license.

• Access to CRM and client management tools.

• Continuous coaching and professional development opportunities.

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