Customer Service and Sales Representative
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Job Description
Remote representative helping District of Columbia individuals and families choose and apply for life insurance. Managing client relationships, applications, follow-up, and commission-based sales.
Responsibilities:
- Help individuals and families who have requested information about life insurance choose and apply for coverage
- Connect with people who have requested information about coverage; no cold calling
- Understand client 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 work week
Requirements:
- Live in District of Columbia
- 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 District of Columbia life and health insurance license
- No sales or insurance experience is needed
- Must obtain a District of Columbia resident life and health insurance license before working with clients
- State licensing costs, where applicable, are paid directly to the state licensing authority
Benefits:
- Structured onboarding and training
- Help getting your District of Columbia license
- CRM and client management tools
- Ongoing coaching and development
- No fees charged by the company for training or onboarding
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