Remote Entry-Level Sales Consultant — Warm Leads & Training

Agent Alliance Inc.; Tallahassee (FL); À distance; USD 65 000 - 75 000; Plein temps

Avantages offerts par ce poste

Comprehensive paid training

Remote work environment

Health benefits package

Stock option program

Bonuses and career advancement

Résumé du poste

Agent Alliance Inc. seeks an ambitious, highly organized individual to consult virtually with individuals and families who requested information about long-term financial and family protection plans.

You will follow up with warm leads, conduct video consultations, and tailor protection plans to each family's goals, while building lasting client relationships. Prior experience is a plus, and comprehensive paid training is provided.

Qualifications

• Excellent verbal and written communication, client-first mindset.
• Highly organized with ability to work independently.
• Experience in sales, customer success, account management, or hospitality is a plus.

Responsabilités

• Follow up promptly with warm leads who have requested information on our protection plans.
• Schedule and conduct virtual consultations via video conference to review client needs.
• Customize and adjust protection plans to fit the specific goals of each family.
• Establish, maintain, and nurture long-term relationships with new and existing clients.
• Conduct annual account reviews and assist clients with claims or policy adjustments.
• Provide attentive customer service and resolve client inquiries efficiently.
• Manage administrative updates and ensure all client documentation is accurate and complete.

Connaissances

Communication skills

Self-motivation

Organization

Team collaboration

Description du poste

Agent Alliance Inc. seeks an ambitious, highly organized individual to consult virtually with individuals and families who requested information about long-term financial and family protection plans.

You will follow up with warm leads, conduct video consultations, and tailor protection plans to each family's goals, while building lasting client relationships. Prior experience is a plus, and comprehensive paid training is provided.