Insurance Sales Consultant

Slingo Financial Services is seeking a motivated Insurance Sales Consultant to join our remote sales team. This role involves engaging prospective customers, scheduling appointments, and guiding clients through the policy application and underwriting process. The successful candidate will communicate clearly, prioritize client needs, and contribute to team performance within a small, collaborative company.

Key responsibilities:

• Initiate outreach to prospective clients and develop rapport.
• Explain insurance products and recommend coverage aligned with client needs.
• Schedule and conduct client appointments via phone or virtual meetings.
• Assist clients with completing policy applications and monitor underwriting progress.
• Review existing policies and recommend additional or adjusted coverage when appropriate.
• Maintain accurate, confidential client records and documentation.
• Stay current on product offerings, industry developments, and regulatory requirements.
• Meet established performance targets and collaborate to achieve team objectives.

Required qualifications:

• High school diploma or equivalent.
• Current life and health insurance license.
• Valid driver’s license.

Preferred qualifications:

• Prior sales experience.
• Experience in the insurance industry.
• Proven ability to work independently in a remote environment.

Skills and attributes:

• Strong verbal and written communication skills.
• Customer-focused, professional demeanor.
• Self-motivated, organized, and results-oriented.
• Ability to build and maintain client relationships.

What we provide:

• Remote work within a collaborative team.
• Training and ongoing product support to help you succeed and advance within the insurance field.
• An inclusive work environment; applicants from diverse backgrounds are encouraged.