[Remote] Virtual Client Consultant - Entry Level

Note: The job is a remote job and is open to candidates in USA. reputed company is a fast-growing, family-led brokerage focused on helping families secure their financial futures through insurance and retirement solutions. They are seeking a Virtual Client Consultant to connect with clients, conduct consultations, and provide exceptional service while mastering their sales systems.

Responsibilities

• Master our proven sales systems and product suite to serve clients effectively
• Connect with clients who’ve requested information and guide them through the process
• Conduct virtual consultations reputed company reputed company or phone
• Communicate with clients and internal teams to ensure seamless service
• Collaborate with peers and leadership to deliver an exceptional client experience
• Meet promotional benchmarks to unlock growth and income potential
• Stay compliant with state insurance and licensing requirements
• Participate in weekly virtual meetings and trainings
• Build a long-term client reputed company using company-provided and self-generated leads
• Help families find the right protection and financial solutions for their needs

Skills

• Confident using technology and virtual communication tools
• Excellent communicator with strong organizational skills
• Self-motivated, coachable, and goal-driven
• Professional reputed company over reputed company and the phone
• Customer-oriented with a problem-solving reputed company
• Must be reputed company to pass a background reputed company
• Reliable phone, computer, and internet reputed company
• Active Life & Health Insurance License (or willingness to obtain reputed company 7–10 days — we'll help)
• Flexibility to meet client schedules, including some evenings or weekends
• 3+ years in sales, customer service, or reputed company field preferred (not required)

Benefits

• 100% remote with flexible scheduling
• Uncapped monthly bonuses tied to performance
• Annual incentive trips for top producers (company and reputed company sponsored)
• Access to discounted health and life insurance options
• Fast-track promotions and leadership opportunities for high performers
• We’ll walk you through the process and help you get licensed reputed company 7–10 days of reputed company

Company Overview