Remote Insurance Sales Representative, Life & Health Benefits
Overview
You will own client acquisition and retention as a Remote Insurance Sales Representative, connecting with warm leads and guiding families to the right protection plans. You will partner with a virtual team and report directly to a dedicated manager who coaches you through structured training and goal setting. This role stands apart with a unionized position, stock options, and residual income from renewals. You will build a career with clear advancement paths, not just a job.
What You'll Do8
- 1Contact provided leads to schedule virtual meetings with clients using Zoom or similar video platforms.
- 2Present benefit programs and assist clients with enrollment in life insurance and health plans.
- 3Build and maintain strong client relationships through consistent follow-up and proactive communication.
- 4Work closely with your manager to set goals and achieve them within your first 90 days.
- 5Complete structured training modules on insurance products and sales techniques.
- 6Document client interactions in the CRM system to track progress and outcomes.
- 7Meet weekly activity metrics for calls, meetings, and enrollments.
- 8Collaborate with the virtual team to share best practices and support each other's success.
Requirements9
- 1Insurance license required or willingness to obtain one within 30 days of hire.
- 2Laptop or desktop computer with a working camera and reliable internet connection.
- 3Basic computer skills, including proficiency with email, spreadsheets, and CRM software.
- 4Reside in North America (United States or Canada).
- 5Willingness to learn and be coached through structured training.
- 6Friendly, outgoing, and professional communication style.
- 7Genuine desire to help others by providing guidance and solutions.
- 8Strong verbal communication and relationship-building skills.
- 9Sales or customer service experience is helpful but not required.
Salary Insight
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