Note: The job is a remote job and is open to candidates in USA. The Hirsh Agency is hiring an Account/Sales Manager to support individuals and families seeking life insurance and financial solutions. The role involves conducting virtual client consultations, recommending appropriate insurance options, assisting with applications, and managing 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