Customer Service Representative - Remote - Work From Home

Cornerstone Financial Solutions; United States; Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Fully remote

Mentorship

License support

Pre-qualified leads

Bonuses

Job summary

Cornerstone Financial Solutions is seeking personable, motivated individuals to learn and grow their sales skills by helping families explore life insurance options via virtual appointments with training and support.

No prior sales experience is required—bring strong communication, a customer-first mindset, and a willingness to learn. You’ll connect with clients, guide applications, and work toward sales goals in a fully remote role.

Qualifications

• Friendly communication style.
• Customer-first approach.
• Motivation to take initiative and follow through.
• Openness to feedback and learning new skills.
• Ability to stay focused while working remotely.

Responsibilities

• Meet with prospective clients virtually using pre-qualified leads—no cold calling.
• Ask thoughtful questions to understand each client’s needs.
• Explain life insurance options and recommend suitable coverage.
• Guide clients through applications and follow up along the way.
• Stay organized, manage your appointments, and work toward sales goals.

Skills

Communication

Customer-centric

Initiative

Feedback-friendly

Remote focus

Job description

Good with people? Put that strength to work.

We’re looking for motivated, personable people who are ready to learn, connect with clients, and grow their sales skills. You’ll help individuals and families explore life insurance options through virtual appointments—with training and support as you get started.

No sales experience? Bring your communication skills, willingness to learn, and follow-through.

What You’ll Do

• Meet with prospective clients virtually using pre-qualified leads—no cold calling.
• Ask thoughtful questions to understand each client’s needs.
• Explain life insurance options and recommend suitable coverage.
• Guide clients through applications and follow up along the way.
• Stay organized, manage your appointments, and work toward sales goals.

What You’ll Bring

• A friendly, confident communication style.
• A customer-first approach.
• Motivation to take initiative and follow through.
• Openness to feedback and learning new skills.
• The ability to stay focused while working remotely.

What You Can Look Forward To

• A fully remote opportunity.
• Training and one-on-one mentorship.
• Support with obtaining the required insurance license.
• Pre-qualified leads to help you connect with prospective clients.
• Performance-based compensation and bonus opportunities.

Ready to learn something new and help families protect what matters?