Customer Service Sales Advisor

Posted 1hrs ago

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Job Description

Remote life insurance advisor helping Kansas families choose and apply for coverage. Serving requested leads through phone, video, and CRM-based client management.

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 work week
  • Speak with people about life insurance and help them choose and apply for coverage

Requirements:

  • Live in Kansas
  • 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 Kansas life and health insurance license (we'll help)
  • A Kansas resident life and health insurance license is required before working with clients; it is not required to apply
  • No sales or insurance background is needed
  • Licensing costs, where applicable, are paid directly to the state licensing authority

Benefits:

  • Structured onboarding and training
  • Help getting your Kansas license
  • CRM and client management tools
  • Ongoing coaching and development
  • No fees charged by the company for training or onboarding