HMG CareersVerified Source
Remote

Remote Insurance Sales Representative

Remote · San Jose, California
Posted August 12, 2026
payroll

Overview

Lead remote insurance sales initiatives delivering flexible schedules and advancement opportunities. Own client acquisition and retention while collaborating with a supportive virtual team.

What You'll Do11

  • 1Build lead generation strategies using CRM tools
  • 2Schedule virtual meetings and present benefit programs
  • 3Process enrollments and answer policy questions
  • 4Maintain strong client relationships through personalized service
  • 5Collaborate with managers to set and achieve sales targets
  • 6Utilize analytics to optimize outreach efforts
  • 7Drive revenue growth via targeted prospecting
  • 8Provide onboarding support for new clients
  • 9Analyze market trends to refine sales approach
  • 10Implement digital follow-up processes
  • 11Contribute feedback to improve sales workflows

Requirements10

  • 15+ years building ETL pipelines with Spark and Airflow
  • 23-5 seasons managing remote teams
  • 31+ year experience with insurance software platforms
  • 42+ years proficiency in Salesforce
  • 5Valid insurance license or ability to obtain one
  • 6Strong verbal communication and relationship-building abilities
  • 7Familiarity with CRM systems
  • 8Residence in North America including United States or Canada
  • 9Basic computer skills and reliable internet connection
  • 10Certification such as CPC Card preferred

Salary Insight

Salary not disclosed in listing

Location

Typeremote
LocationSan Jose, California
This is a remote position

Required Skills

Verbal CommunicationRelationship BuildingInsurance LicenseComputer SkillsCameraSales Experience
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