Remote Sales Consultant Family Protection Plans

Agent Alliance Inc.; Oregon; Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Comprehensive paid training

100% work-from-home environment

Health benefits package

Stock option program

Performance-based bonuses

Job summary

Agent Alliance Inc. is seeking a self-motivated, organized professional to consult virtually with individuals and families about long-term financial and family protection plans.

No cold calling; you will work with warm leads and receive comprehensive paid training. Responsibilities include following up with leads, conducting video consultations, tailoring protection plans, and maintaining client relationships.

Qualifications

• Excellent verbal and written communication.
• Self-motivated and highly organized.
• Able to work independently from a home office.
• Sales or customer-facing experience is a plus, not required.

Responsibilities

• Follow up promptly with warm leads who requested information.
• Schedule and conduct virtual consultations via video conference.
• Customize and adjust protection plans to fit client goals.
• Establish and nurture long-term client relationships.
• Conduct annual account reviews and assist with claims or policy changes.
• Provide attentive customer service and resolve inquiries.
• Manage administrative updates and ensure accurate client documentation.

Skills

Verbal communication

Written communication

Self-motivation

Organizational skills

Entrepreneurial mindset

Independent work

Team collaboration

Home office setup

Sales experience

Job description

Agent Alliance Inc. is seeking a self-motivated, organized professional to consult virtually with individuals and families about long-term financial and family protection plans.

No cold calling; you will work with warm leads and receive comprehensive paid training. Responsibilities include following up with leads, conducting video consultations, tailoring protection plans, and maintaining client relationships.