Remote Sales Representative

Company Description Surace Smith & Partners, part of the Globe Life American Income Division, provides insurance products and benefits to individuals and organizations worldwide. As the only 100% union label insurance company in the world, the organization works exclusively with more than 30,000 union groups to support hard-working families. Representatives help clients select plans that best match their needs and financial goals. The organization is strongly committed to community service, supporting families in need, building schools and wells overseas, and partnering with labor unions, credit unions, and marketplaces nationwide. More information about Surace Smith & Partners can be found on their website.

Role Description The Remote Sales Representative is responsible for engaging prospective and existing clients, explaining insurance products and benefits, and recommending solutions that align with clients’ needs. This is a full-time role that remote. Daily activities include conducting consultations, managing inbound and outbound calls, following up on leads, and maintaining accurate client records in company systems. The role involves presenting plan options, answering questions about coverage and pricing, and guiding clients through applications and enrollment. The representative also supports community outreach initiatives, collaborates with team members, and meets established performance and service goals.

Qualifications

• Strong sales and customer service skills, including relationship building, consultative selling, and client follow-up.
• Effective communication and interpersonal skills, with the ability to explain complex information clearly and professionally.
• Organization and time management skills, including managing multiple leads, appointments, and documentation accurately.
• Comfort with technology and digital tools, such as CRM systems, video conferencing platforms, and standard office software.
• Demonstrated reliability, integrity, and a commitment to serving union members and their families.
• Prior experience in insurance, financial services, or sales is beneficial but not required; training may be provided.
• High school diploma or equivalent required; additional education in business, communications, or related fields is a plus.