Connect with individuals who are interested in learning more about insurance coverage options
Focus on providing clear information, answering questions, and assisting clients through the enrollment process
Understand each client's situation and explaining available options clearly
Assist clients throughout the enrollment process
Keep accurate records of conversations and follow-up communication
Participate in team meetings and training sessions focused on skill development
Maintain a professional and organized approach while working remotely

Enjoy communicating and building relationships with people
Interested in developing sales and customer service skills
Self-motivated and able to manage their time independently
Open to coaching and ongoing training
Willing to obtain a life and health insurance license if not currently licensed (guidance provided)

Entry Level Customer Sales Representative

Key skills