Entry Level Sales Representative, Insurance & Financial Services
Overview
You will own client conversations from first call to policy issuance, working with pre-qualified leads across InsurTech platforms. You join a remote-first team of 50+ reps mentored by leaders with 10+ years in IUL and annuity sales. This role removes cold calling and fills your pipeline with warm leads, so you can focus on closing. You receive free certification and uncapped commission from month one, with top performers earning international travel incentives.
What You'll Do8
- 1Connect with pre-qualified leads each week to assess their financial and insurance needs
- 2Run Zoom or phone consultations to explain IUL and annuity products
- 3Design custom insurance solutions using CRM tools to match client goals
- 4Present recommendations in plain language to guide decisions
- 5Track your sales metrics in Salesforce and adjust approach with mentor feedback
- 6Complete state licensing within 30 days, supported by company study materials
- 7Follow a proven script to handle objections and close policies
- 8Collaborate with senior agents to refine your pitch and grow your book of business
Requirements6
- 10-2 years in sales or customer service, no insurance background required
- 2Comfortable with virtual meetings via Zoom and phone
- 3High school diploma or equivalent
- 4Self-starter who thrives on uncapped commission
- 5Willing to obtain life insurance license within first 90 days
- 6Strong listening and communication skills for consultative selling
Salary Insight
$85 - $150k per year
Location
Required Skills
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