Agente de Seguros Digital y Remoto

Placements24; Toluca; Hybrid; MXN 360,000 - 540,000; Full time

Benefits offered by this job

Remote work benefits

Flexible hours

Professional development opportunities

Company-provided equipment

Uncapped commission

Job summary

Placements24 is seeking a Digital and Remote Insurance Agent to join a fully remote team in Mexico. You will guide clients through the online purchase process using digital tools and virtual consultations, delivering tailored insurance solutions with exceptional remote service.

The role focuses on leveraging digital channels to connect with clients nationwide, meeting sales targets, and staying current with digital marketing trends. Remote-first with flexible hours and equipment support.

Qualifications

• Remote sales experience is preferred.
• Proficiency with digital communication tools and CRM.
• Ability to work independently from a home office.

Responsibilities

• Engage with prospective clients through digital channels and virtual consultations.
• Educate clients on insurance products, pricing, and features.
• Guide clients through online applications and quoting processes.
• Manage leads and track interactions using CRM and sales tools.
• Close sales and achieve targets while ensuring compliance.

Skills

Digital sales

CRM software

Remote work

Sales aptitude

Communication

Education

High school diploma

Tools

Video conferencing tools

Job description

About the Role

Our client, a forward-thinking insurance innovator, is actively seeking a motivated and tech-savvy Digital and Remote Insurance Agent to join their fully remote team. This role is ideal for an individual passionate about leveraging digital platforms to connect with and serve clients across the nation. You will be responsible for guiding potential clients through the insurance purchase process using online tools, virtual consultations, and digital communication channels. The focus is on providing exceptional service remotely, understanding client needs through digital interactions, and offering tailored insurance solutions. This is a remote-first position, offering unparalleled flexibility and the opportunity to build a thriving career from anywhere in Mexico .

Key Responsibilities

• Engage with prospective clients through various digital channels, including email, chat, social media, and video conferencing.
• Conduct virtual needs assessments to understand client requirements for insurance coverage.
• Educate clients on available insurance products, explaining features, benefits, and pricing.
• Guide clients through the online application and quoting process, ensuring accuracy and completeness.
• Utilize CRM and sales enablement tools to manage leads, track interactions, and close sales.
• Provide exceptional remote customer support throughout the sales cycle and beyond.
• Achieve and exceed sales targets by effectively converting leads into satisfied policyholders.
• Stay up-to-date with digital marketing trends and best practices in remote sales.
• Collaborate with the remote team to share insights and improve customer experience.
• Ensure all sales activities comply with regulatory requirements and company policies.

Requirements

• Proven experience in sales, customer service, or insurance, with a strong understanding of digital sales channels.
• Excellent verbal and written communication skills, with the ability to articulate complex information clearly.
• Proficiency in using digital communication tools, CRM software, and online collaboration platforms.
• Self-motivated, disciplined, and able to work independently in a remote setting.
• Strong sales aptitude and a passion for helping clients find the right insurance solutions.
• Ability to adapt quickly to new technologies and sales processes.
• High school diploma or equivalent; some college or relevant certifications are a plus.
• Must have a reliable internet connection and a suitable home office setup.
• Residency anywhere in Mexico , as this is a fully remote position.
• Prior experience in remote sales or the insurance industry is highly desirable.

Benefits

• Competitive base salary plus uncapped commission potential.
• Comprehensive remote work benefits package, including health and life insurance.
• Opportunities for professional development and virtual training.
• Flexible working hours and the ability to work from home.
• Access to cutting-edge digital sales tools and technology.
• A supportive and collaborative online team environment.
• Clear career progression pathways within a growing company.
• Company-provided equipment may be available.