$40K-70K a year
Engage with potential clients, present financial and insurance products, build client relationships, meet sales targets, maintain CRM records, stay updated on industry trends, collaborate on lead generation, and participate in training.
At least 2 years of sales experience in financial services or insurance, excellent communication skills, self-motivation, organizational skills, and CRM proficiency.
Job Title: Work From Home - Sales Representative Company Overview: InsuraTec is a leading provider in financial planning and insurance services, dedicated to helping clients secure their financial futures with tailored solutions. With a strong commitment to innovation and customer satisfaction, InsuraTec fosters a dynamic and supportive work environment for its employees. Role Overview: As a Sales Representative at InsuraTec, you will play a crucial role in expanding our client base by promoting our financial and insurance products. This fully remote position offers flexibility and the opportunity to achieve significant financial growth through your sales efforts. What You'll Do: - You will engage with potential clients via phone, email, and virtual meetings to understand their financial needs. - You will present and explain InsuraTec’s insurance and financial planning products clearly and persuasively. - You will build and maintain strong relationships with clients to encourage repeat business and referrals. - You will meet and exceed monthly sales targets and contribute to team goals. - You will keep detailed records of client interactions and sales activities using CRM software. - You will stay informed about industry trends and product updates to provide accurate information. - You will collaborate with the marketing team to develop strategies for lead generation. - You will participate in ongoing training and development to enhance your sales skills. What You Bring: - You bring at least 2 years of experience in sales, preferably in financial services or insurance. - You have excellent communication and interpersonal skills to connect with diverse clients. - You are self-motivated and able to work independently in a remote environment. - You possess strong organizational skills and attention to detail. - You are proficient with CRM software and basic computer applications. Bonus Points If You Have: - Experience with financial planning or insurance product sales. - A relevant sales certification or license. - Familiarity with remote sales tools and virtual communication platforms. - A proven track record of exceeding sales targets. What We Offer: - We offer a fully remote work environment with flexible scheduling. - We offer competitive commission-based compensation with uncapped earning potential. - We offer comprehensive training and professional development opportunities. - We offer supportive team culture and regular virtual team-building events. - We offer access to cutting-edge sales tools and resources. Ready to Apply? Please submit your resume and a brief cover letter outlining your sales experience and why you’re a great fit for InsuraTec. We look forward to hearing from you!
This job posting was last updated on 10/3/2025