The Hirsh Agency · 18 hours ago
Client Specialist - Work from Home - Remote
The Hirsh Agency is seeking motivated individuals to join their remote sales team as Client Specialists. The role involves conducting virtual consultations with clients to assess their life insurance and financial protection needs, recommending personalized insurance solutions, and providing ongoing support and relationship management.
Responsibilities
Conduct virtual consultations with clients to assess their life insurance and financial protection needs
Recommend personalized insurance solutions using our network of top-rated carriers
Guide clients through the application and coverage process, ensuring clarity and understanding
Provide ongoing support and relationship management for clients
Maintain accurate records and adhere to regulatory and compliance requirements
Collaborate with your team and management to meet professional goals
Qualification
Required
Motivated, reliable, and eager to learn
Confident communicator who enjoys helping others
Organized, proactive, and goal-oriented
Professional attitude with strong integrity and accountability
U.S. citizen or permanent resident
Benefits
Comprehensive training and full support during the onboarding process
Pre-qualified client leads available — no cold calling required
Fully remote position with flexible scheduling - work the schedule that works for you!
Mentorship and ongoing professional development
Opportunities for long-term career growth, leadership, and specialization in financial services
Company
The Hirsh Agency
Beau Hirshfield, a Northern California native, moved to Los Angeles after college to pursue a career song-writing while moonlighting as a bartender.
Funding
Current Stage
Early StageCompany data provided by crunchbase