Customer Service and Sales Representative
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Job Description
Remote life insurance sales representative helping West Virginia prospects choose coverage and complete applications. Managing client follow-up through phone, video, and CRM tools.
Responsibilities:
- Hold scheduled phone or video conversations with people who have requested life insurance information
- Connect with prospective clients without cold calling
- Understand client 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
- Participate in training and coaching
Requirements:
- Live in West Virginia
- Authorized to work in the U.S.
- Clear communication and a willingness to learn
- Able to stay organized and manage daily activity
- Comfortable working independently, with support
- Willing to get a West Virginia life and health insurance license; the company will help
- No prior insurance experience required
- Must obtain a West Virginia 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 West Virginia license
- CRM and client management tools
- Ongoing coaching and development
- No company fees for training or onboarding
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