Customer Service Representative (Remote)

Job Description This is a remote position. We are seeking motivated professionals to support individuals and families who are actively looking for guidance on financial protection solutions. This is a fully remote opportunity built around client interest you will not be responsible for cold outreach or prospecting. Position Overview In this role, youll serve as a trusted resource for clients exploring life insurance and related protection products. Your focus will be understanding each clients situation, presenting appropriate options, and helping them move forward with confidence. This position rewards consistency, professionalism, and strong client communication. What Youll Be Doing

• Conduct virtual consultations with clients who have requested information
• Review personal and financial goals to identify suitable protection strategies
• Walk clients through available policy options and next steps
• Support clients during the application and approval process
• Maintain accurate records and follow-up as needed
• Operate independently while collaborating with leadership and support teams

Requirements

• An active life insurance license, or the ability to obtain one promptly
• Comfortable building rapport in virtual meetings or phone conversations
• Reliable, organized, and able to manage your own schedule
• Open to coaching and continuous improvement
• Professional demeanor and ethical standards

Benefits

• Work from anywhere within approved states
• Client demand already generated
• Flexible work structure with accountability to outcomes
• Performance-based compensation with no cap on earning potential
• Training resources, mentorship, and operational support
• Opportunities to advance into leadership and mentoring roles

Why Join Our Team We are building a performance-driven, growth-focused agency that values integrity, results, and long-term relationships. Advisors who demonstrate consistency and leadership are given pathways to increased responsibility and income. Requirements An active life insurance license, or the ability to obtain one promptly Strong communication and listening skills Professional, consultative approach Self-motivated and comfortable working remotely Coachable and open to ongoing training and feedback Reliable internet and phone access