Customer Service Sales Representative jobs in United States
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The Rustman Agency · 10 hours ago

Customer Service Sales Representative

The Rustman Agency is an established organization dedicated to serving families with integrity and a commitment to protection. They are seeking a consultative, client-service-focused advisor to guide clients through their insurance options and help them enroll in the coverage they requested.

Insurance
Hiring Manager
Jim Rustman
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Responsibilities

Learn and follow proven company systems to deliver a high-quality client experience
Follow up with warm leads and prior client inquiries
Conduct virtual client meetings via Zoom or phone
Educate clients using a consultative, service-first approach
Help clients enroll in coverage they have requested
Maintain clear, professional, and timely communication
Collaborate with team members to ensure consistent client support
Meet performance benchmarks to unlock growth opportunities
Participate in weekly virtual training and professional development
Build and maintain long-term client relationships using company-provided and self-generated leads

Qualification

Sales experienceCustomer service experienceLife & Health Insurance LicenseVirtual communication skillsVerbal communication skillsTime-management skillsOrganizational skillsService-oriented attitudeComfort with technologyCoachable mindset

Required

3+ years of experience in sales, customer service, or a related field preferred
Strong verbal and virtual communication skills
Comfort with technology and modern digital tools
Excellent time-management and organizational skills
Professional, dependable, and service-oriented
Coachable mindset with a willingness to learn and improve
Flexible availability, including some evenings or weekends
Reliable smartphone, computer, and internet access
Ability to pass a background check
Ability to complete contracting requirements
Active Life & Health Insurance License or willingness to obtain one with support

Benefits

Performance bonuses and incentive opportunities
Clear advancement and leadership development pathways
Annual company trips for qualifying producers
Discounted personal insurance coverage options

Company

The Rustman Agency

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At The Rustman Group our mission is simple: make the Insurance business very profitable for both agents and agency builders.

Funding

Current Stage
Late Stage
Company data provided by crunchbase