Fully Remote Inbound Representative (Entry Level)

Remote, USA Full-time
We’re seeking a driven and career-minded professional who’s ready to take initiative, help people, and grow into a rewarding long-term role as a Fully Remote Inbound Representative (Entry Level) In this position, you’ll engage directly with clients to understand their goals, identify financial gaps, and offer practical solutions through our wide range of products and services. You’ll play an important role in building relationships and guiding individuals, families, and small businesses toward greater financial confidence. If you’re proactive, people-focused, and looking for a career that blends service, communication, and income growth, this is a strong fit. Qualifications • High school diploma or equivalent required; Bachelor’s degree preferred • Experience in customer service, account management, or consultative sales preferred • Strong interpersonal, presentation, and communication skills • Comfortable using Microsoft Office and digital CRM tools • Self-motivated with the ability to manage time and priorities effectively • Must have no felony convictions Responsibilities • Assist clients in identifying insurance and financial needs through discovery calls and meetings • Schedule and follow up with new and existing clients to ensure personalized, ongoing service • Support the onboarding and retention process with accurate documentation and attentive communication • Manage contracting, client files, and policy records to ensure compliance and smooth operations • Help promote our insurance and financial solutions through outreach and client education • Track and process policyholder claims and updates to maintain high service standards Benefits • Unlimited Earning Potential: Competitive commissions with no cap on growth • Personal & Professional Development: Strengthen your communication, relationship-building, and consultative-selling skills • Flexible Work Schedule: Work remotely and manage your own calendar • Quality Leads Provided: Focus on building relationships, we’ll supply high-intent leads • Career Growth: Join a supportive team culture with advancement opportunities Job Type: Full-time Pay: $5,000.00 - $6,000.00 per month Benefits: • Work from home Work Location: Remote Apply tot his job
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