Customer Service WFH Representative

New

100% remote position with the flexibility to work from anywhere in the U.S.Full-TimeEntry

Salary60,000 - 100,000 USD per year OTE

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Job Details

Strong communication and interpersonal skills with the ability to build rapport and establish trust with clients.
Goal-oriented mindset with motivation to succeed in a performance-driven environment.
Positive, coachable attitude and willingness to learn through ongoing training and mentorship.
Strong organizational and time management abilities in a remote work setting.
Comfortable presenting solutions and discussing financial protection products with prospective clients.
Previous sales or customer service experience is preferred but not required.
Ability to pass a background check and fingerprinting process.
Willingness to obtain a Life & Health Insurance License with company-provided guidance and training.

Connect with prospective clients to schedule virtual consultations and discuss their financial protection and insurance needs.
Provide personalized life and health insurance recommendations tailored to each client’s goals, lifestyle, and financial situation.
Deliver exceptional customer support by answering policy-related questions, assisting with updates, and maintaining strong client relationships.
Build and grow a personal portfolio of clients through trust-based interactions, referrals, and ongoing relationship management.
Participate in virtual training programs, coaching sessions, and mentorship opportunities to continuously improve performance and product knowledge.
Manage daily activities independently in a remote work environment while meeting productivity and sales objectives.
Maintain professionalism, compliance, and accurate documentation throughout the client engagement and onboarding process.

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