Remote Entry-Level Sales Rep - Warm Leads & Growth

Agent Alliance; City of Troy (NY); Remote; USD 65,000 - 75,000; Full time

Benefits offered by this job

Paid training

Remote work

Health benefits

Stock options

Bonuses & growth

Job summary

Agent Alliance is seeking a highly organized, ambitious professional to consult virtually with individuals and families about long-term financial and family protection plans. This remote role features paid training, a warm-lead environment, and strong earning potential through performance bonuses.

You will schedule and conduct video consultations, tailor protection plans, and maintain ongoing client relationships, delivering exceptional service in a home-office setup.

Qualifications

• Strong verbal and written communication skills with a client-first mindset.
• High level of self-motivation, organization, and a strong entrepreneurial drive.
• Ability to work effectively both independently and as a collaborative team player.
• A quiet, dedicated home office space with a reliable, high-speed internet connection.
• Previous experience in sales, customer success, account management, or hospitality is a plus, but not required.

Responsibilities

• 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.

Job description

Agent Alliance is seeking a highly organized, ambitious professional to consult virtually with individuals and families about long-term financial and family protection plans. This remote role features paid training, a warm-lead environment, and strong earning potential through performance bonuses.

You will schedule and conduct video consultations, tailor protection plans, and maintain ongoing client relationships, delivering exceptional service in a home-office setup.