The Penso Agency · 10 hours ago
Remote Customer Service & Sales Representative
United States
Full-time
Remote
New Grad, Entry Level
$110K/yr - $175K/yrThe Penso Agency is seeking customer-focused professionals to support individuals interested in life and health insurance options. This role combines customer service and consultative sales, helping clients understand coverage options and complete applications through virtual appointments.
Insurance
Hiring Manager
Timothy Penso
Responsibilities
Speak with clients who have requested information about insurance coverage
Answer questions and provide clear, professional guidance
Conduct virtual consultations to understand client needs
Recommend appropriate life and health insurance solutions
Complete applications and follow up with clients as needed
Participate in training, coaching, and team support sessions
Qualification
Required
Customer service experience
Sales experience
Client support experience
Strong communication skills
Comfortable working remotely (phone and video)
Willingness to obtain a Life & Health Insurance License
Benefits
Structured onboarding and training
Ongoing mentorship and coaching
CRM tools and administrative support
Guidance on obtaining a Life & Health Insurance License (if not already licensed)
Company
The Penso Agency
Here at the Penso Agency, we provide Insurance for Life, Accident & Fixed Investments for families across the country.
Founded in 2017Boston, Massachusetts, US
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase