Remotery

Sales Representative

atLegacy PlanningUS flagTexasFull-timeAccount ExecutiveMid-levelSenior

Posted May 2

📋 Description

• Assess client needs and propose customized insurance solutions.

• Cultivate and sustain robust client relationships.

• Generate leads through networking, referrals, and resources provided by the company.

• Inform clients about available policies and their coverage options.

• Follow up with potential clients to finalize sales and ensure customer satisfaction.

• Remain updated on industry trends and product offerings.

• Operate independently while collaborating with a supportive team.


⛳️ Requirements

• Possession of an insurance license (or a willingness to obtain one – training provided).

• Excellent communication and interpersonal skills.

• Self-driven with a focus on achieving results.

• Ability to work autonomously and manage time efficiently.

• Must have personal technical devices, including a laptop, iPad, and smartphone.


🏝️ Benefits

• Competitive commission structure with opportunities for bonuses.

• Flexible work schedule (remote position available).

• Comprehensive training and mentorship programs.

• Access to highly-rated insurance carriers and products.

• Opportunities for career advancement and leadership development.

• Supportive team environment with ongoing coaching and professional growth.

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