Junior Sales Representative (Remote)

Fine Agency; United States; Remote; USD 35,000 - 60,000; Full time

Benefits offered by this job

Flexible scheduling options

Ongoing training and professional dev.

Monthly performance-based incentives

Discounted health and life insurance

Recognition programs and team events

Job summary

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.

Qualifications

• 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).

Responsibilities

• 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

Skills

Sales experience

Customer service

Strong communication

Relationship-building

CRM familiarity

Virtual meeting platforms

Organized

Multitasking

Licensing compliance

Education

Life & Health license

Tools

CRM software

Job description

About Us

The Fine Agency is an insurance brokerage focused on helping clients evaluate coverage options and make informed financial decisions. Our team uses structured training, established systems, and qualified lead opportunities so advisors can focus on guiding clients and providing excellent service.

Responsibilities

• 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

Qualifications

• 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)

Benefits

• Flexible scheduling options
• Ongoing training and professional development
• Monthly performance-based incentives
• Discounted health and life insurance options
• Recognition programs and team events