Join a remote sales team as a Licensed Insurance Sales Representative responsible for contacting prospective clients, scheduling and conducting appointments, and assisting customers through the policy application and underwriting process. The role emphasizes clear communication, a client-first approach, and helping families secure suitable coverage.
Key responsibilities:
- Initiate outreach to prospective clients and build initial rapport.
- Explain insurance products and recommend coverage aligned with client needs.
- Schedule and lead client appointments via phone or virtual meetings.
- Support clients in completing policy applications and track underwriting progress.
- Review existing policies and suggest additional or adjusted coverage when appropriate.
- Maintain accurate, confidential client records and documentation.
- Stay current on products, industry developments, and regulatory requirements.
- Meet performance targets and collaborate to achieve team objectives.
Required qualifications:
- High school diploma or equivalent.
- Current life and health insurance license.
- Valid drivers license.
Preferred experience:
- Prior sales experience.
- Background in the insurance industry.
- Proven ability to work independently in a remote environment.
Skills and attributes:
- Strong verbal and written communication skills.
- Customer-focused and professional demeanor.
- Self-motivated, organized, and results-oriented.
- Ability to build and maintain client relationships.
Training and ongoing product support are provided to help you succeed in a remote sales environment and advance your career within the insurance field.