No cold calling is required; you will only interact with warm leads who have initiated contact to request more information about our programs.
Key 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.
- Strong verbal and written communication skills with a client-first mindset.
- High level of self-motivation, organization, and a strong entrepreneurial drive.
- Ability to work effectively both independently and as a collaborative team player.
- A quiet, dedicated home office space with a reliable, high-speed internet connection.
- Previous experience in sales, customer success, account management, or hospitality is a plus, but not required.
- Comprehensive paid training and professional development program.
- Flexible work schedule with a 100% work-from-home environment.
- Comprehensive health benefits package including Medical, Dental, Vision, and Hearing insurance.
- Company stock option program.
- Performance-based bonuses and clear pathways for career advancement.
- Expected First-Year Earnings: $65,000 - $75,000
- This position features a highly competitive performance-based commission pay structure paired with monthly bonuses, allowing top performers to exceed the average first-year range significantly.
- This position is 100% remote.
- Due to state compliance and corporate licensing, candidates must permanently reside in one of the following states to be considered for this opening: NY, NJ, MI, MA, CT, NH, RI, GA, SC, CO, FL, IN, TX, MO, KS, or PA.
