Customer Sales Representative - Remote

📋 Description

• • Own your future as a Remote Customer Sales Representative where every conversation you lead has the power to protect families, build legacies, and secure retirements. You’ll serve as the trusted advisor who turns complex life-insurance, IUL, and annuity concepts into crystal-clear action plans that clients feel confident implementing.
• • Begin each day with a pipeline of pre-qualified, high-intent prospects—no cold-calling, no door-knocking. Your CRM dashboard will surface warm leads who have already expressed interest, allowing you to spend 100 % of your time advising, educating, and closing rather than hunting.
• • Conduct needs-analysis calls and Zoom meetings that feel more like collaborative coaching sessions than sales pitches. You’ll uncover life-stage goals (college funding, mortgage protection, tax-free retirement income) and translate them into tailored product combinations that solve real problems.
• • Present solutions with confidence using plug-and-play visual decks, proprietary quoting tools, and side-by-side policy comparisons that make decision-making effortless for clients. Expect to close 3–5 policies per week once fully ramped.
• • Shepherd clients through a concierge-style onboarding journey: e-apps, e-signatures, underwriting check-ins, and post-issue policy reviews—all handled digitally so clients never print a single page.
• • Master a consultative sales methodology reinforced by weekly role-play labs, objection-handling workshops, and one-on-one mentorship from six-figure earners who started exactly where you are.
• • Track your own KPIs inside our cloud-based CRM: call volume, conversion rate, average case size, and lifetime client value. Use the data to iterate quickly and double-down on the niches where you win fastest.
• • Collaborate in a vibrant Slack community of 400+ remote reps who share real-time wins, marketing hacks, carrier updates, and accountability sprints. You’ll never feel isolated even though your office is wherever your laptop opens.
• • Participate in monthly carrier roadshows and product-certification webinars that keep you ahead of regulatory changes and give you early access to new living-benefit riders and index strategies.
• • Earn uncapped commissions that pay weekly—every policy issued hits your bank account within 7 days. Top performers clear six figures in year one; the top 10 % eclipse $250 k by adding renewals and cross-sells.
• • Build residual income streams through renewals, policy upgrades, and referral programs. Your book becomes an appreciating asset that compounds while you sleep.
• • Enjoy complete schedule autonomy: work early-bird hours to match East-coast clients, or burn the midnight oil for West-coast prospects. As long as you hit your activity metrics, the calendar is yours.
• • Leverage our in-house marketing team who supplies fresh lead funnels, compliant social creatives, and drip-email sequences—so you can focus on conversations, not content creation.
• • Represent only A-rated carriers known for fast underwriting, liberal build charts, and industry-leading index performance—giving you legitimate confidence in every recommendation you make.
• • Contribute to our culture of servant leadership: once you hit $100 k in annualized premium, mentor a new rep and earn override bonuses on their production—turning your success into a scalable business.