Customer Service Sales Agent

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

📋 Description

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

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

• Assist clients throughout the application journey.

• Maintain communication and follow up with clients consistently.

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

• Operate remotely from home, connecting with clients via phone and video.

• Complete training, pre-licensing courses, and the state exam with company support.

⛳️ Requirements

• Reside in South Carolina.

• Authorized to work in the United States.

• Effective 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 South Carolina life and health insurance license; this license is mandatory before working with clients but is not required for application.

• No prior sales or insurance experience necessary.

• Any applicable state licensing fees will be covered directly to the state licensing authority.

🏝️ Benefits

• Comprehensive onboarding and training program.

• Assistance in obtaining your South Carolina license.

• Access to CRM and client management resources.

• Continuous coaching and professional development.

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