Client Service and Sales Representative
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Job Description
Remote life insurance representative helping New Mexico families choose coverage. Guiding applicants through sales, licensing, and policy applications from home.
Responsibilities:
- Connect with people who have requested information about coverage; no cold calling
- Understand clients' needs and present suitable life insurance options
- Guide clients through the application process
- Follow up and stay in touch with clients
- Use the provided CRM to track activity and manage the workweek
- Work remotely from home and meet clients by phone and video
Requirements:
- Live in New Mexico
- Authorized to work in the U.S.
- Clear communication and a willingness to learn
- Able to stay organized and manage your daily activity
- Comfortable working independently, with support
- Willing to get a New Mexico life and health insurance license; the company will help
- No sales or insurance experience needed
- New Mexico resident life and health insurance license required before working with clients
- Meet clients by phone and video
- Comfortable with 1099 independent contractor, commission-only compensation
Benefits:
- Structured onboarding and training
- Help getting your New Mexico license
- CRM and client management tools
- Ongoing coaching and development
- No fees charged by the company for training or onboarding
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