Remote Sales Consultant — Family Protection Plans

Agent Alliance; Olathe (KS); Remote; USD 65,000 - 75,000; Full time

Benefits offered by this job

Comprehensive paid training

100% remote work

Health benefits package

Company stock option program

Performance-based bonuses

Job summary

Agent Alliance is seeking an ambitious, organized professional to consult virtually with individuals and families about long-term financial and family protection plans. You will engage only with warm leads, with comprehensive paid training to set you up for success.

You will follow up, conduct virtual consultations, tailor plans, and nurture long-term client relationships. The role is 100% remote with bonuses and potential stock options.

Qualifications

• Excellent verbal and written communication with a client-first mindset.
• Self-motivated, highly organized, and entrepreneurial.
• Able to work independently and as part of a team.
• Home office with reliable high-speed internet.
• Sales, customer success, account management, or hospitality experience is a plus but not required.

Responsibilities

• Follow up promptly with warm leads who 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 goals of each family.
• Establish, maintain, and nurture long-term client relationships.
• Conduct annual account reviews and assist with claims or policy adjustments.
• Provide attentive customer service and resolve client inquiries efficiently.
• Manage administrative updates and ensure all client documentation is accurate.

Skills

Communication

Self-motivation

Organization

Entrepreneurial mindset

Remote work

Team player

Job description

Agent Alliance is seeking an ambitious, organized professional to consult virtually with individuals and families about long-term financial and family protection plans. You will engage only with warm leads, with comprehensive paid training to set you up for success.

You will follow up, conduct virtual consultations, tailor plans, and nurture long-term client relationships. The role is 100% remote with bonuses and potential stock options.