Remote Sales Consultant: Warm Leads, Training & Growth

Agent Alliance; Lawrenceville (GA); Remote; USD 65,000 - 75,000; Full time

Benefits offered by this job

Comprehensive training program

100% remote work environment

Health benefits: medical, dental, V*/H

Stock option program

Bonuses and commissions

Career advancement opportunities

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 work 100% remotely, engaging only with warm leads who requested information and you will receive comprehensive paid training to set you up for success.

In this role you will follow up with leads, conduct video consultations, tailor protection plans to client goals, and nurture long-term relationships while supporting

Qualifications

• Strong verbal and written communication with a client-first mindset.
• High level of self-motivation, organization, and an entrepreneurial drive.
• Ability to work effectively independently and as part of a team.
• A quiet, dedicated home office space with reliable, high-speed internet.
• 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 an ambitious, organized professional to consult virtually with individuals and families about long-term financial and family protection plans. You will work 100% remotely, engaging only with warm leads who requested information and you will receive comprehensive paid training to set you up for success.

In this role you will follow up with leads, conduct video consultations, tailor protection plans to client goals, and nurture long-term relationships while supporting