Virtual Sales Representative

Agent Alliance Inc.; New York (NY); Remote; USD 70,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Stock options

Performance-based bonuses

Paid training program

Flexible work schedule (work from home

Job summary

Agent Alliance Inc. is seeking a driven Client Representative to connect with individuals interested in permanent and portable coverage plans. You will explain options, tailor plans to client needs, and help families secure the best coverage.

You will schedule virtual meetings, manage client relationships, process reviews and claims, and provide exceptional customer service while maintaining accurate documentation. Remote-friendly role with paid training and performance bonuses.

Qualifications

• Strong communication and interpersonal skills.
• Ability to schedule and conduct virtual meetings.
• Ability to customize plans to client needs and explain options clearly.

Responsibilities

• Reach out to individuals who requested more information on our plans.
• Schedule virtual meetings with prospects.
• Customize plans to fit client needs and adjust as required.
• Establish and maintain relationships with new and existing clients.
• Perform reviews and assist with claims or adjustments as needed.
• Provide attentive customer service and administrative support.
• Respond to client questions and resolve concerns.
• Ensure documentation is accurate and up-to-date.

Skills

Communication

Customer service

Scheduling virtual meetings

Job description

Our representatives meet virtually with individuals who have signed up for permanent and portable coverage plans that protect their families beyond their employer's coverage. They consult with families, explain available options, and help them choose the plan that best fits their needs. Successful reps are great communicators who are ambitious, motivated, and organized. They think like entrepreneurs and are committed team players.

Job Requirements:

• Reach out to individuals who have requested more information on the plans we offer
• Schedule virtual meetings with these individuals
• Customize new plans and adjust existing plans to fit the current needs of each client
• Establish and maintain relationships with existing and new clients
• Perform reviews for existing clients, as well as help with any necessary claims or adjustments
• Provide attentive customer service and any necessary administrative support
• Respond to and resolve client questions and concerns
• Ensure that all documentation is accurate and complete, and perform any necessary updates on schedule

Benefits:

• Medical, Dental, Vision, and Hearing insurance
• Company stock options offered
• Performance-based bonuses
• Comprehensive paid training program
• Flexible work schedule with the ability to work from home
• Average first-year earnings range from $70,000 to $75,000 through a competitive commission-based pay structure and performance bonuses.