Customer Service and Sales Representative
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Job Description
Remote representative helping Michigan families choose and apply for life insurance coverage. Connecting with requested leads, guiding applications, and managing clients through a provided CRM.
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 maintain client relationships
- Use the provided CRM to track activity and manage the work week
- Meet clients by phone and video from home
Requirements:
- Live in Michigan
- 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 Michigan life and health insurance license (we'll help)
- No sales or insurance background is needed
- Michigan resident life and health insurance license required before working with clients
- License is not required to apply; employer will guide candidates through the pre-licensing course and state exam
Benefits:
- Structured onboarding and training
- Help getting your Michigan license
- CRM and client management tools
- Ongoing coaching and development
- No fees charged by the company for training or onboarding
- State licensing costs, where they apply, are paid directly to the state licensing authority
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