About the Role
This position involves identifying and engaging potential customers to guide them in selecting appropriate insurance solutions through proactive communication and personalized service.
Responsibilities
- Conduct outbound calls to prospective clients to discuss insurance options
- Assess customer needs and recommend suitable coverage plans
- Explain policy details, benefits, and pricing clearly and accurately
- Maintain up-to-date knowledge of available insurance products
- Meet or exceed monthly sales targets and performance metrics
- Use CRM tools to log interactions and track customer progress
- Follow compliance guidelines when discussing financial products
- Respond to customer inquiries via phone and email promptly
- Build rapport with clients to support long-term relationships
- Escalate complex cases to appropriate support teams when needed
- Participate in regular training sessions on product updates
- Adhere to ethical sales practices and regulatory standards
- Manage a high volume of daily customer interactions
- Provide follow-up support to close sales effectively
- Collaborate with team members to share best practices
- Stay informed about industry trends and competitor offerings
- Ensure accurate data entry for all customer records
- Maintain confidentiality of customer information
- Work independently while meeting remote performance expectations
- Adapt communication style to suit diverse customer backgrounds
Compensation
Competitive base salary plus commission structure based on performance
Work Arrangement
Remote position within the United States
Team
Part of a distributed sales team with regular virtual check-ins and support
What We Offer
- Comprehensive benefits package including health, dental, and vision insurance
- Retirement savings plan with company match
- Paid time off and holiday schedule
- Career development and advancement opportunities
- Ongoing training and professional growth support
Work Environment
- Fully remote role with flexible scheduling within core hours
- Collaborative team culture supported by digital tools
- Performance-driven atmosphere with clear success metrics
- Regular feedback and coaching from sales leaders
Not available for this position
