Sales Representative

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

📋 Description

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

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

• Assist clients throughout the application process.

• Maintain and follow up on client relationships.

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

• Take part in training and coaching sessions.

⛳️ Requirements

• Must reside in California.

• Authorized to work in the United States.

• Strong communication skills coupled with a willingness to learn.

• Ability to stay organized and manage daily activities effectively.

• Comfortable working independently while receiving support.

• Must be willing to obtain a California life and health insurance license; company assistance will be provided.

• A California resident life and health insurance license is required prior to engaging with clients, although not necessary to apply.

• No previous insurance experience is necessary.

🏝️ Benefits

• Comprehensive onboarding and training program.

• Assistance in obtaining your California life and health insurance license.

• Access to CRM and client management tools.

• Continuous coaching and professional development opportunities.

• The company does not charge any fees for training or onboarding.