Client Representative - Work From Home

A Different Kind of Client-Facing Role

You'll spend your workday having one-on-one conversations with people considering insurance coverage. Some will be comparing options, others will have questions about a policy, and some will be ready to complete an application. Your job is to understand the situation, provide clear information, and make the process easier to navigate.

Because the position is fully remote, you'll have considerable control over how you organize your workday. The role includes initial instruction, product education, and access to experienced support as you become familiar with the work.

Where You'll Focus

• Hold scheduled and follow-up conversations with prospective clients
• Discuss life, health, and related insurance coverage when applicable
• Learn what prompted each person to seek information
• Discuss policy choices, costs, and coverage considerations
• Clarify questions that come up during the decision-making process
• Help clients complete required forms and applications
• Check that information is complete and accurate before submission
• Stay current on conversations that require additional follow-up

Your Working Style

• You communicate naturally and can keep a conversation moving
• You pay attention when someone explains what they need
• You can discuss financial and insurance topics without making them confusing
• You are comfortable managing several conversations at different stages
• You follow through without needing someone to remind you about every task
• You respond well to instruction and apply new information quickly
• You have a dependable computer, internet connection, and suitable workspace

Getting Started

The first stage includes education on the products, systems, and procedures used in the position. As you become more comfortable, you'll transition into your regular schedule with continued access to guidance when needed.

Compensation is based on individual production, with the estimated range reflecting potential annual earnings rather than a guaranteed salary.

Pay: $72,000.00 - $95,000.00 per year

Benefits:

• Flexible schedule
• Professional development assistance

Work Location: Remote