Digital Customer Service Consultant

Remote
Full Time
Entry Level

About the Role

Are you a driven, self-motivated professional who thrives on helping others and achieving results? Do you want to make a meaningful impact by helping families protect their future—while building a rewarding career on your own terms?

This fully remote opportunity offers the flexibility to work from anywhere, manage your schedule, and grow within a structured, performance-driven environment backed by strong leadership and support.


What We Offer

(Requirements • Responsibilities • Rewards)

Remote Work Flexibility

Work from anywhere with the autonomy to design a schedule that supports both productivity and work-life balance.

Comprehensive Training

Receive in-depth training on life insurance products, policies, compliance requirements, and proven sales strategies to ensure your success.

High-Quality Leads Provided

Focus on building relationships and closing sales—qualified leads are provided at no cost. No cold prospecting required.

Career Advancement

Grow within a well-established, Fortune 500 organization offering performance-based promotions and leadership opportunities.

Supportive, Growth-Focused Environment

Benefit from structured mentorship, ongoing professional development, and a collaborative team culture that encourages continuous improvement.


Key Responsibilities

Client Engagement

Connect with prospective clients to understand their needs and provide personalized insurance solutions.

Education & Guidance

Clearly explain policy features, benefits, and coverage options so clients can make informed, confident decisions.

Quote Preparation & Presentation

Prepare accurate insurance quotes and present them professionally, ensuring transparency and clarity.

Relationship Building

Develop and maintain long-term client relationships to support retention and ongoing satisfaction.

Sales Activity Tracking

Accurately document client interactions, follow-ups, and sales activities using CRM systems and digital tools.

Continuous Learning

Stay informed on industry trends, product updates, and competitive offerings to remain knowledgeable and effective.


Ideal Candidate Profile

We’re looking for professionals who demonstrate:

  • Excellent Communication Skills – Clear, confident, and professional in verbal and written interactions

  • Strong Persuasion & Negotiation Abilities – Influence decisions while maintaining trust and integrity

  • Client Relationship Management Skills – Focused on long-term satisfaction and retention

  • Self-Motivation & Goal Orientation – Thrive independently in a performance-based environment

  • Ability to Simplify Complex Information – Explain insurance concepts in clear, relatable language

Prior insurance knowledge is helpful but not required. Comprehensive training is provided for motivated, coachable candidates.


Ready to Take the Next Step?

If you’re excited to make a meaningful difference in clients’ lives while building a flexible, high-growth remote career in sales, we encourage you to apply.

Join a respected industry leader, grow your income through performance, and build a future defined by impact and opportunity.

Apply today.

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