Customer Service Sales Agent

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

📋 Description

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

• Assess clients' requirements and present appropriate life insurance solutions

• Assist clients throughout the application procedure

• Maintain communication and follow up with clients

• Utilize the provided CRM to monitor activities and organize your week

• Conduct scheduled phone or video discussions with potential clients

• Operate from home and interact with clients via phone and video

⛳️ Requirements

• Reside in North Carolina

• Authorized to work in the United States

• Strong communication skills and a readiness to learn

• Ability to stay organized and effectively manage daily tasks

• Comfortable working autonomously, with available support

• Willingness to obtain a North Carolina life and health insurance license; support will be provided by the company

• No prior experience is required

• Must secure a North Carolina resident life and health insurance license prior to engaging with clients

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

🏝️ Benefits

• Comprehensive onboarding and training program

• Assistance in obtaining your North Carolina license

• Access to CRM and client management tools

• Continuous coaching and professional development

• Opportunity to work from home

• Flexibility to plan your own week

• No fees imposed by the company for training or onboarding