Remote Sales Representative, Insurance (No Experience Required)
Overview
Launch your career in financial services as a Remote Sales Representative, connecting with pre-screened clients to sell life insurance and annuities. You'll own the full sales cycle, from initial consultation to close, using our CRM and sales platforms. Join a collaborative team of 10+ remote reps, supported by 3-5 mentorship sessions weekly. Earn six-figure income through a transparent commission structure. This role stands out because you'll skip cold calling and start with qualified inbound leads.
What You'll Do7
- 1Connect with warm, pre-screened inbound leads using our CRM to schedule virtual consultations.
- 2Assess client financial needs and recommend tailored life insurance and annuity products.
- 3Guide clients from first call to closing, managing all pipeline stages in Salesforce.
- 4Maintain post-sale communication to encourage referrals and long-term retention.
- 5Track daily activities and touchpoints in our CRM to optimize follow-up cadence.
- 6Participate in weekly live mentorship sessions to sharpen sales techniques.
- 7Stay updated on product portfolios and compliance standards.
Requirements6
- 10-2 years of sales or customer service experience (not required, plus).
- 2Excellent verbal and written communication skills.
- 3Self-disciplined and able to work autonomously in a remote setting.
- 4Familiarity with video conferencing and CRM tools.
- 5Growth mindset with openness to coaching and feedback.
- 6High motivation for a commission-based compensation model.
Salary Insight
$85 - $150k per year
Location
Required Skills
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