Insurance Sales Associate — Flexible Hours & Training

Fine Agency; United States; A distancia; USD 35.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible scheduling options

Ongoing training and professional dev.

Monthly performance-based incentives

Discounted health and life insurance

Recognition programs and team events

Descripción de la vacante

Fine Agency in the United States is seeking a results-oriented client advisor to learn our insurance products, processes, and sales cycle. You will conduct client consultations, explain coverage options, and help clients choose the best plans while coordinating with internal teams.

You will follow up with prospective clients, maintain records in our CRM, participate in weekly trainings, and stay compliant with licensing requirements.

Formación

• Sales or customer service experience preferred.
• Strong communication and relationship-building skills.
• Comfortable using virtual meeting platforms and CRM software.
• Ability to stay organized and manage multiple client conversations.
• Willingness to work flexible hours when needed.
• Ability to pass a background check and complete licensing requirements.
• Life & Health license (or willingness to obtain with support).

Responsabilidades

• Learn company products, systems, and sales processes
• Follow up with prospective clients who have requested information
• Conduct client consultations via phone and Zoom
• Explain available coverage options and answer questions
• Maintain communication between internal teams and clients
• Document activity and maintain records within CRM systems
• Participate in weekly team meetings and training
• Maintain licensing and compliance requirements

Conocimientos

Sales experience

Customer service

Strong communication

Relationship-building

CRM familiarity

Virtual meeting platforms

Organized

Multitasking

Licensing compliance

Educación

Life & Health license

Herramientas

CRM software

Descripción del empleo

Fine Agency in the United States is seeking a results-oriented client advisor to learn our insurance products, processes, and sales cycle. You will conduct client consultations, explain coverage options, and help clients choose the best plans while coordinating with internal teams.

You will follow up with prospective clients, maintain records in our CRM, participate in weekly trainings, and stay compliant with licensing requirements.