SMARTFOX · 8 hours ago
Home Based Agent
SMARTFOX is a company focused on providing insurance solutions, and they are seeking a Home Based Agent to build relationships with clients and guide them through the insurance application process. The role involves responding to inquiries, hosting online meetings, and maintaining client records in CRM systems.
Information TechnologySoftwareStaffing Agency
Responsibilities
Develop strong relationships with clients and prospective customers
Respond to inbound inquiries and make outbound calls to schedule virtual consultations
Guide clients through the application process with professionalism and clarity
Host online meetings to assess client needs and recommend tailored insurance options
Present life and health insurance plans based on client objectives and budgets
Maintain accurate records and update client information in CRM systems
Stay current on insurance products, industry trends, and compliance requirements
Collaborate with internal teams to deliver a smooth client experience
Qualification
Required
Strong communication skills (both written and verbal)
Self-motivated, organized, and able to work independently
Comfortable using CRM platforms, spreadsheets, and virtual meeting tools
Must have a valid driver's license and reliable transportation
Must be able to pass a background check
Benefits
Access to healthcare exchange plans (medical, dental, and vision)
Life insurance coverage
Performance bonuses and incentive trips for top performers
Comprehensive mentorship and ongoing training
Company
SMARTFOX
We Are Increasing Business Success With Technology. Recruiting is time-consuming especially if you don’t have the right agency working for you.
Funding
Current Stage
Growth StageCompany data provided by crunchbase