$40K-70K a year
Engage with potential clients, present insurance and financial planning products, build client relationships, meet sales targets, collaborate with team, stay updated on industry trends, and document sales activities.
At least 2 years of sales experience, excellent communication skills, self-motivation, organizational skills, and proficiency with CRM software.
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, we empower our team members to grow professionally in a supportive and flexible environment. Role Overview: As a Sales Representative at InsuraTec, you will play a crucial role in expanding our client base by delivering exceptional service and personalized insurance and financial planning solutions. This fully remote position offers the opportunity to work flexibly while driving significant financial growth for both yourself and the company. What You'll Do: - You will engage with potential clients through various communication channels to understand their financial needs. - You will present and explain insurance products and financial planning services tailored to individual client goals. - You will build and maintain strong relationships with clients to foster trust and long-term partnerships. - You will meet and exceed sales targets by effectively managing your sales pipeline. - You will collaborate with the internal team to ensure seamless service delivery and client satisfaction. - You will stay informed about industry trends and product updates to provide accurate information. - You will document client interactions and sales activities in the company CRM system. What You Bring: - You have at least 2 years of experience in sales, preferably in insurance or financial services. - You possess excellent communication and interpersonal skills to connect with diverse clients. - You are self-motivated and able to work independently in a remote environment. - You have strong organizational skills and attention to detail. - You are comfortable using CRM software and other digital tools to manage sales activities. Bonus Points If You Have: - Experience working in a fully remote sales role. - Knowledge of financial planning and insurance products. - Proven track record of meeting or exceeding sales targets. - Additional certifications related to insurance or financial services. What We Offer: - We offer a competitive commission-based compensation structure with uncapped earning potential. - We offer flexible work hours to support work-life balance. - We offer comprehensive training and ongoing professional development. - We offer a supportive and collaborative remote work culture. - We offer opportunities for career advancement within the company. Ready to Apply? To join our dynamic team at InsuraTec, please submit your resume and a brief cover letter outlining your relevant experience and why you are a great fit for this role. We look forward to hearing from you!
This job posting was last updated on 10/4/2025