Insurance Sales Representative

SalesDraft Recruiting; Boise (ID); Remote; USD 35,000 - 100,000; Full time

Benefits offered by this job

Flexible remote work

Comprehensive training & mentorship

Career growth opportunities

Supportive team culture

Access to industry-leading resources

Performance-based earnings

Job summary

World Financial Group (WFG) is seeking motivated, relationship-driven individuals to join our team as Full Cycle Sales Representatives. You will connect with clients through phone and virtual meetings, guiding them from initial outreach to enrollment with a consultative approach.

You'll receive training, mentorship, and ongoing support designed to help you succeed in a remote, flexible setting. This role emphasizes relationship-building, pipeline management, and delivering an exceptional client

Qualifications

• Excellent verbal and written communication skills.
• Strong ability to build trust and relationships with clients.
• Comfortable working in a remote environment and using digital tools.

Responsibilities

• Prospect and reach out to potential clients via phone and virtual meetings.
• Assess client goals and recommend appropriate insurance solutions.
• Present products clearly, explain options, and tailor recommendations to clients.
• Handle objections, guide enrollment, and close sales.
• Maintain an organized sales pipeline and track activities using CRM.
• Build and maintain long-term client relationships with ongoing support.

Skills

Exceptional communication

Relationship-building

Remote work capability

Time-management

Multi-tasking

Digital communication tools

Job description

Insurance Sales Representative

World Financial Group (WFG)

Remote Opportunity | Flexible Schedule | Training & Mentorship | Growth-Focused Environment

Build a Career Helping People Protect Their Future

World Financial Group is seeking motivated, relationship-driven individuals to join our team as Full Cycle Sales Representatives. If you enjoy connecting with people, building trust, and helping clients make informed decisions, this opportunity offers the flexibility, support, and professional development to help you grow.

Whether you're experienced in sales or looking to build a long-term career in a client-focused profession, you'll receive training, mentorship, and ongoing support designed to help you succeed.

Why Join World Financial Group?

• Flexible remote work environment
• Comprehensive training and mentorship programs
• Professional development and career growth opportunities
• Supportive and collaborative team culture
• Opportunity to build valuable sales and communication skills
• Work with individuals and families to help them achieve their goals
• Access to industry-leading resources and support
• Performance-based earning potential
• Opportunity to build long-term client relationships

Role Overview

As a Full Cycle Sales Representative, you will be the primary point of contact for prospective clients, guiding them through their insurance needs from initial outreach to enrollment. You will connect with clients through phone and virtual meetings, learn about their goals, and present solutions that fit their unique situations.

This role is ideal for proactive individuals who enjoy building relationships, managing their own pipeline, and delivering an exceptional client experience.

Day-to-Day Responsibilities

Prospecting & Outreach

• Initiate contact with prospective clients through phone calls and virtual meetings
• Generate and follow up on sales opportunities
• Build relationships through professional and engaging conversations

Needs Assessment

• Conduct discovery conversations to understand client goals and objectives
• Identify client needs and recommend appropriate solutions
• Help clients understand available options and make informed decisions

Solution Presentation

• Clearly and professionally present insurance products and services
• Explain coverage options and answer client questions
• Tailor recommendations based on individual client needs

Objection Handling & Closing

• Address client concerns with professionalism and confidence
• Build trust through education and consultative conversations
• Guide clients through the enrollment process and secure completed applications

Pipeline Management

• Maintain an organized sales pipeline
• Track activities, follow-ups, and client interactions using CRM tools
• Manage appointments and ensure timely communication

Relationship Building

• Develop and maintain strong client relationships
• Provide ongoing support and follow-up
• Deliver a positive and professional client experience throughout the sales process

Communication

• Communicate effectively through phone, video conferencing, email, and other digital channels
• Maintain professionalism and responsiveness in all interactions

Compensation

This role offers performance-based earning potential through a commission-based compensation structure. Top performers can expect to earn between $35,000 and $100,000 annually , with opportunities for increased earnings based on performance and client growth.

Qualifications

We are looking for individuals who possess the following skills and attributes:

Core Qualifications

• Exceptional communication skills, both verbal and written
• Strong relationship-building and interpersonal skills
• Professional and customer-focused approach
• Self-motivated and goal-oriented mindset
• Strong organizational and time-management skills
• Ability to work independently in a remote environment
• Comfortable using phone, video conferencing, and digital communication tools

Key Success Traits

• Ability to establish trust and rapport quickly
• Strong listening and problem-solving skills
• Resilience and persistence when facing challenges
• Coachability and willingness to learn
• Confidence communicating with new people
• Adaptability and professionalism
• Ability to manage multiple client interactions simultaneously

About World Financial Group

World Financial Group is a leading financial services marketing company dedicated to helping individuals and families achieve their financial goals. We provide comprehensive insurance solutions and empower our representatives with the training, resources, and support needed to build successful careers.

Join our growing team and make a meaningful impact while developing valuable professional skills and long-term career opportunities.