Note: The job is a remote job and is open to candidates in USA. The Hirsh Agency provides life insurance and financial solutions to individuals and families. The Account / Sales Manager will connect with prospective clients, conduct virtual consultations, recommend suitable insurance options, assist with applications, and manage scheduling, documentation, and follow-up.
Responsibilities
- Connect with clients and guide them through life insurance/financial options
- Conduct virtual consultations by phone or Zoom
- Ask clear questions to understand the client's needs
- Present appropriate insurance options based on those needs
- Assist clients through the application process
- Follow company systems for scheduling, documentation, and follow-up
- Participate in required training and team meetings
Benefits
- Fully remote
- Flexible scheduling based on client availability
- Part-time, spare time, or full-time work options
- Additional performance-based incentives may be available
- Ongoing training and operational support
Company Overview