Customer Service Sales Representative

Boatman Agency; United States; Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Structured training

Proven systems

Leadership support

Advancement opportunities

Job summary

Boatman Agency is expanding and seeking motivated professionals who want more control over their career growth. You will conduct virtual consultations with potential clients, explain insurance coverage options, and follow up throughout the application process.

Join a fully remote team that provides structured training, proven systems, leadership support, and clear advancement opportunities based on performance. Meet clients by phone or Zoom, assess needs, and help them choose the best coverage.

Qualifications

• Must hold Life and Health license or be willing to obtain one.
• Excellent communication and relationship-building abilities.
• Ability to work independently in a virtual environment.
• Experience with client consultations preferred.

Responsibilities

• Meet with prospective clients by phone and Zoom
• Evaluate client needs and discuss coverage options
• Maintain professional and timely communication
• Track appointments and follow-up through our CRM
• Participate in ongoing training and coaching
• Follow all licensing and compliance requirements

Skills

Communication skills

Relationship-building

Self-motivation

Independent working

Education

Life and Health license or willingness to obtain one

Job description

The Boatman Agency is expanding and seeking motivated professionals who want more control over their career growth.

You will work with individuals who have requested information about insurance coverage, conduct virtual consultations, explain available options, and provide consistent follow-up throughout the application process.

WHAT YOU WILL DO

• Meet with prospective clients by phone and Zoom
• Evaluate client needs and discuss coverage options
• Maintain professional and timely communication
• Track appointments and follow-up through our CRM
• Participate in ongoing training and coaching
• Follow all licensing and compliance requirements

WHAT WE ARE LOOKING FOR

• Strong communication and relationship-building skills
• Self-motivation and personal accountability
• Comfort working independently in a virtual environment
• Life and Health license or willingness to obtain one

We provide structured training, proven systems, leadership support, and advancement opportunities based on performance.