Remote Sales Representative & Customer Service

About This Role

This remote entry-level role offers a clear path to professional and financial growth for individuals with strong customer service skills. You will manage guided sales conversations with interested clients and educate them on financial protection products.

Responsibilities

• Follow up with warm inquiries from individuals who requested information through online forms, phone calls, direct mail, or digital advertising
• Deliver a professional customer service experience through scheduled Zoom or phone appointments
• Educate clients on available options and assist with straightforward applications
• Help match clients with appropriate solutions, including mortgage protection, life insurance, final expense, and retirement products
• Track activity accurately and follow a step-by-step process designed for remote success

Requirements

• Strong communication skills
• Customer service mindset
• Self-starter comfortable working independently from home
• U.S. Citizen or Permanent Resident
• Able to pass a background check
• Patience and openness to coaching
• Commitment to personal growth and long-term success

Qualifications

• No prior sales experience required