Remote Client Success Pro: Life & Financial Protection

Sandhills Financial Group; United States; À distance; USD 60 000 - 120 000; Plein temps

Avantages offerts par ce poste

100% remote role

Uncapped monthly bonuses

Annual incentive trips

Discounted life and health insurance

Fast-track advancement opportunities

Résumé du poste

Sandhills Financial Group is hiring for a remote life and health insurance sales role. You will connect with clients, conduct virtual consultations, and build a long-term book of business using both company-provided and self-generated leads.

Role emphasizes client-focused, solution-oriented interactions with flexible scheduling, some evenings or weekends, and ongoing virtual trainings. Top performers enjoy significant earnings potential and leadership opportunities.

Qualifications

• Experience in sales, customer service, or a related field is helpful but not required.
• Comfortable using technology and virtual communication platforms
• Strong communication and organizational skills
• Self-motivated, coachable, and driven to achieve goals
• Professional and confident presence on Zoom and phone calls
• Client-focused with a solution-oriented mindset

Responsabilités

• Connect with clients and guide them through options
• Conduct virtual consultations via Zoom or phone
• Maintain consistent communication with clients and internal support teams
• Collaborate with peers and leadership to deliver a high-quality client experience
• Achieve performance benchmarks that unlock advancement and increased earning potential
• Remain compliant with all state insurance and licensing requirements
• Participate in weekly virtual trainings and team meetings
• Build and maintain a long-term book of business using company-provided and self-generated leads
• Help families identify protection and financial solutions aligned with their goals

Connaissances

Strong communication

Organizational skills

Self-motivated

Coachable

Zoom/Phone calls

Client-focused

Formation

Life & Health Insurance License

Outils

Zoom

CRM software

Description du poste

Sandhills Financial Group is hiring for a remote life and health insurance sales role. You will connect with clients, conduct virtual consultations, and build a long-term book of business using both company-provided and self-generated leads.

Role emphasizes client-focused, solution-oriented interactions with flexible scheduling, some evenings or weekends, and ongoing virtual trainings. Top performers enjoy significant earnings potential and leadership opportunities.