Client Account Specialist; Remote

We are hiring an Insurance Sales Representative to support individuals and families who have already requested information about insurance solutions.

This is a remote, client-facing role focused on guiding clients through simple protection options using a structured, compliant process. You’ll work with inbound requests and conduct virtual consultations via phone or Zoom.

This position is commission-based and requires state insurance licensing.

• Connect with inbound client requests who have asked for insurance information
• Conduct virtual consultations by phone or Zoom
• Ask clear questions to understand client needs
• Present appropriate insurance options based on those needs
• Assist clients through the application process
• Follow company systems for scheduling, documentation, and follow-up
• Participate in required training and team meetings

• Fully remote
• Flexible scheduling based on client availability
• Evening or weekend availability may be required

This is a performance-based, commission-only role. Earnings vary based on individual effort, activity, and results.

• Must be authorized to work in the United States
• Ability to pass a background check
• Reliable phone, computer, and internet connection
• Comfortable communicating by phone and video
• Ability to follow structured systems and processes

• An active Life Insurance License is required for this role.
• Candidates without a license must be willing to obtain one prior to client appointments.
• Guidance and resources are available for qualified applicants.

• Experience in customer service, sales, or client-facing roles
• Comfort working independently in a remote environment

Qualified applicants will be contacted with next steps.