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You will connect with clients via phone and video to explain insurance and benefit options while guiding them through the application process. Additionally, you will maintain accurate client records and participate in ongoing team training and performance coaching.
We are expanding our remote team and looking for motivated individuals who are interested in building a long-term career with flexibility, professional development, and meaningful client interaction.
In this role, you will work virtually with individuals and families who are looking for information about available insurance and benefit options. You will help clients understand their choices, answer questions, and guide them through the application and enrollment process.
No previous insurance experience is required. Training, mentorship, and ongoing support are provided to help you develop the knowledge and confidence needed to succeed.
Connect with clients through scheduled phone and video appointments
Learn about each client’s needs and priorities
Explain available insurance and benefit options in a clear, professional manner
Guide clients through applications and enrollment
Answer questions and provide ongoing customer support
Complete follow-ups with prospective and existing clients
Maintain accurate and organized client information
Participate in virtual training, coaching, and team meetings
Work toward individual and team performance goals
Fully remote work-from-home environment
Flexible scheduling
Comprehensive training and ongoing mentorship
Performance-based compensation
Commission and bonus opportunities
Renewal and residual income potential
Professional development and leadership training
Advancement opportunities based on performance
Supportive virtual team environment
Resources and systems designed to support client communication and productivity
We are looking for individuals who are dependable, motivated, and comfortable communicating with people in a virtual environment.
Successful candidates typically demonstrate:
Strong verbal and written communication skills
Professional and positive attitude
Ability to stay organized and manage time effectively
Self-motivation and the ability to work independently
Willingness to learn and accept coaching
Comfortable using phone, email, video conferencing, and online systems
Customer service or sales experience is helpful but not required
Candidates must be legally authorized to work in the United States or Canada and be willing to obtain any required state or provincial insurance licensing.
Training and guidance are available to help qualified candidates understand and complete the licensing process.
This opportunity is designed for individuals who want more flexibility in their work while developing valuable communication, client service, and leadership skills.
If you are motivated to learn, comfortable working independently, and interested in building a performance-driven career from home, we encourage you to apply.
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