Customer Service Sales Agent

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

📋 Description

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

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

• Assist clients throughout the application procedure.

• Maintain communication and follow up with clients regularly.

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

• Discuss life insurance options with clients, comprehend their circumstances, and aid them in selecting and applying for coverage.

⛳️ Requirements

• Must reside in Colorado.

• Authorized to work in the United States.

• Strong communication skills and a desire to learn.

• Capable of staying organized and managing daily tasks.

• Comfortable working independently while receiving support.

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

• No prior sales or insurance experience is necessary.

• Required to secure a Colorado resident life and health insurance license before engaging with clients.

• No license is needed to apply; the company will guide candidates through the pre-licensing course and state examination.

🏝️ Benefits

• Comprehensive onboarding and training process.

• Assistance in obtaining your Colorado license.

• Access to CRM and client management resources.

• Continuous coaching and professional development.

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

• Opportunity to work from home.

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