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The Forehand Agency · 4 months ago

Remote Insurance Sales Representative — Accelerated Leadership Path

United States

Full-time

Remote

New Grad, Entry Level

$80K/yr - $100K/yr

The Forehand Agency is seeking a Remote Insurance Sales Representative to support account growth and deliver excellent customer experiences while progressing through an accelerated leadership path. This fully remote role involves consultative sales, customer service, and operational account management, with a focus on measurable performance and professional development.

Financial Services

Responsibilities

Handle a high volume of customer interactions via inbound and outbound channels, applying a consistent customer experience methodology

Listen to customers, diagnose needs, and recommend tailored life and health insurance solutions aligned with customer objectives

Apply consultative selling techniques to identify and pursue upsell, cross-sell, and retention opportunities

Strive for first-call resolution by troubleshooting issues, coordinating follow-up, and escalating when appropriate

Accurately document interactions, opportunities, and outcomes in CRM and contact center systems; maintain account records and workflows

Meet or exceed established performance metrics for sales, customer satisfaction, and productivity

Collaborate with colleagues to refine outreach strategies, messaging, and process improvements

Participate in structured training, coaching, and development activities designed to prepare high performers for leadership roles

Qualification

LifeHealth insurance licenseConsultative selling techniquesCRM software proficiencyTelesales experienceCustomer service skillsMultitasking abilityMotivated by incentivesVerbal communication

Required

High school diploma or equivalent; college students, interns, recent graduates, and career changers are encouraged to apply

Minimum age of 18 and the ability and willingness to obtain and maintain a state life and health insurance license

Dependable, coachable, and motivated by incentive-based compensation

Clear and professional verbal communication and customer service skills

Comfortable with basic PC tasks and able to learn contact center and CRM software quickly

Able to multitask and maintain productivity in a fast-paced environment with a high volume of interactions

Preferred

Previous experience in telesales, inside sales, customer service, or insurance is beneficial but not required; transferable skills and a strong sales aptitude will be considered