Customer Service Specialist – Remote

Hirelyst Financial is hiring a Customer Service Specialist to support individuals and families exploring life insurance and financial protection options. The role involves understanding client needs, explaining coverage options, guiding clients through applications, and maintaining professional follow-up; it also includes commission-based life insurance sales.

Responsibilities:

• Communicate with prospective clients by phone or video
• Respond to questions and provide professional client support
• Understand each client’s needs, priorities, and protection goals
• Clearly explain available life insurance and coverage options
• Help clients review options and complete applications
• Maintain organized follow-up and ongoing communication
• Build positive, professional client relationships

Requirements:

• Strong verbal and written communication skills
• Strong interpersonal and relationship-building skills
• Comfortable speaking with people by phone or video
• Professional, dependable, and client-focused
• Organized and able to manage follow-up independently
• Coachable and willing to learn
• Able to work independently in a remote environment