Sales & Customer Service Representative (Insurance) (JOB ID:GIJYJO)

Inside Out; México; A distancia; MXN 200,000 - 400,000; A tiempo parcial

Descripción de la vacante

A dynamic customer service company is seeking a Sales & Customer Service Representative (Insurance) to work remotely, generating leads and managing client relationships. Fluency in English is required; Spanish skills are advantageous. The role offers a part-time schedule with a pay rate of $6 plus commissions. Applicants must provide their resume and an audio recording in English as part of the hiring process.

Formación

• Fluency in spoken and written English required.
• Experience in outbound sales or similar role preferred.
• Demonstrated sales target achievement in previous positions.

Responsabilidades

• Identify and generate new sales leads.
• Build and maintain client relationships.
• Negotiate terms and close deals.
• Document client interactions in CRM.

Conocimientos

Fluency in spoken and written English

Spanish bilingual skills

Sales target achievement

Persuasion and negotiation

Probing and needs-assessment

Herramientas

CRM platforms

Descripción del empleo

Overview

IMPORTANT WATCH THIS QUICK LOOM VIDEO ON HOW TO GET HIRED: https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0

C1 ENGLISH LEVEL IS REQUIRED, THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT.

" PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH"

Job Info

Job Title: Sales & Customer Service Representative (Insurance)

JobID: GIJYJO

Industry: Travel and Insurance

Location: LATAM is preferred but open to Egypt and SA (NOT PH)

Status: Part Time

Work Schedule: CDT Business Hour

Pay rate: $6 + Commissions

Target Start: June 1st

About the Client

The client is a full-service cleaning company committed to delivering high-quality residential and commercial cleaning solutions. With a focus on reliability, professionalism, and customer satisfaction, the client offers tailored services to meet diverse needs. Backed by a dedicated team and eco-friendly practices, the client ensures every space is left spotless and refreshed.

About the Role

We are seeking a results-driven and customer-oriented Sales & Customer Service Representative with experience in insurance products. This role involves proactively generating leads, building and maintaining client relationships, closing sales, and delivering exceptional customer support. You will work in a remote setup, using CRM tools and digital channels to manage interactions and drive revenue.

Responsibilities

• Sales & Lead Generation
• Proactively identify and generate new sales leads via warm and cold calling, email outreach, referrals, and networking.
• Deliver compelling sales pitches tailored to the client's needs across voice, email, and SMS channels.
• Present and demonstrate the company's insurance and travel offerings to potential clients, emphasizing product features and value propositions.
• Participate in video calls to conduct product demos and respond to detailed customer queries.

• Client Relationship Management
• Develop and nurture long-term relationships with both new and existing clients to foster loyalty and encourage repeat business.
• Conduct follow-ups and stay engaged with prospects and clients to identify upselling or cross-selling opportunities.
• Act as a key point of contact for client inquiries, issues, and service needs, ensuring timely and effective resolution.

• Sales Execution
• Negotiate terms, pricing, and conditions to successfully close deals.
• Consistently meet or exceed individual and team sales quotas and KPIs, including call volume and lead conversion targets.
• Track progress through internal systems and provide timely updates on sales status.

• CRM & Administrative Tasks
• Accurately document all client interactions, feedback, and sales progress in the company's CRM and internal workflow systems.

Requirements

• Core Skills & Experience
• Fluency in spoken and written English; Spanish bilingual skills are a strong advantage.
• Proven track record of achieving sales targets in outbound sales, telemarketing, or a similar role.
• Demonstrated experience in the insurance industry (preferred).
• Strong persuasion and negotiation skills with the ability to influence decision-makers.
• Excellent probing and needs-assessment skills to match client challenges with tailored solutions.
• Comfortable presenting on calls and managing communication across digital channels.

• Technical Proficiency
• Comfortable using CRM platforms and other sales support tools to manage pipelines and customer data (CRM system training will be provided if needed).
• Tech-savvy with the ability to troubleshoot minor technical issues independently.

Work Environment & Tools

• A stable, high-speed internet connection is required.
• Personal laptop and noise-canceling headset.
• A quiet, dedicated home office or workspace to handle professional calls and meetings.

Professional Traits

• Highly organized and self-motivated with a proactive sales approach.
• Reliable and trustworthy, especially when handling personal or sensitive customer information.
• Must be able to provide proof of previous sales experience (employment verification).