Customer Service Sales Advisor

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

📋 Description

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

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

• Assist clients throughout the application process.

• Maintain communication and follow up with clients regularly.

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

• Conduct meetings with clients via phone and video while working remotely.

⛳️ Requirements

• Must reside in South Carolina.

• Authorized to work in the United States.

• Strong communication skills and a desire to learn.

• Ability to stay organized and manage daily tasks effectively.

• Comfortable working independently, with available support.

• Must be willing to obtain a South Carolina life and health insurance license; assistance will be provided by the company.

• A South Carolina resident life and health insurance license is required before engaging with clients.

• No prior sales or insurance experience is necessary.

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

🏝️ Benefits

• Comprehensive onboarding and training program.

• Assistance in obtaining your South Carolina license.

• Access to CRM and client management tools.

• Continuous coaching and professional development opportunities.

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