Sales Representative (Remote)

Confidential (Insurance Industry)
New York, NY

### **Job Summary**

A leading provider in the insurance sector is seeking a professional **Insurance Account Representative** to manage and grow client relationships remotely. This role focuses on consultative support, guiding individuals through life and health insurance selections based on their unique financial goals. As a confidential listing, full company details will be disclosed to qualified candidates during the initial interview phase.

### **Key Responsibilities**

* **Consultative Outreach:** Manage inbound inquiries and perform professional outbound follow-ups to schedule virtual consultations.
* **Client Advocacy:** Conduct online meetings to assess client needs and present tailored life/health insurance plans.
* **Enrollment Support:** Navigate clients through the application and digital enrollment process with high attention to detail.
* **CRM Management:** Maintain accurate records and documentation within the company’s secure CRM system.
* **Regulatory Compliance:** Stay updated on industry trends and maintain a high standard of provincial/state compliance.

### **Qualifications**

* **Communication:** Exceptional verbal and written skills with a focus on professional phone etiquette.
* **Independent Workflow:** Proven ability to manage a flexible schedule and work autonomously in a home-office environment.
* **Technical Aptitude:** Proficiency with virtual meeting tools (Zoom), CRM software, and basic spreadsheets.
* **Requirements:** * Must possess a valid driver’s license.
* Must be able to pass a comprehensive background check.

### **Benefits**

* **Uncapped Earnings:** High-growth commission structure with additional performance bonuses.
* **Flexibility:** Monday–Friday schedule with no mandatory weekend hours.
* **Support:** Comprehensive mentorship, ongoing training, and access to healthcare exchange plans (Medical/Dental/Vision).

Posted 2026-01-28

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