Note: The job is a remote job and is open to candidates in USA. Ondrick Agency is seeking motivated professionals to work remotely with clients exploring life insurance and financial protection options. The Customer Service & Sales Representative will assess client needs, explain coverage options, guide applications, provide policy support, maintain relationships, and complete ongoing training.
Responsibilities
- Meet remotely with individuals and families seeking information about life insurance and financial protection
- Identify client needs and explain appropriate coverage options
- Follow up with prospective clients who have requested information
- Guide clients through the application and coverage process
- Maintain accurate client records and ongoing follow-up
- Build and maintain long-term client relationships
- Participate in ongoing product, sales, and professional development training
Skills
- Organized, dependable, and self-motivated
- Comfortable communicating with a wide variety of people
- Professional and confident in a client-facing environment
- Willing to learn and apply new skills
- Comfortable working independently in a remote environment
- Able to manage multiple client relationships and follow-up responsibilities
- Previous insurance experience is not required
- Because this position involves discussing and helping clients obtain insurance products, candidates must be willing and able to obtain the appropriate state insurance license before conducting licensed activities
- Experience in customer service, sales, hospitality, financial services, or other client-facing roles can be beneficial
Benefits
- 100% remote opportunity
- Flexible schedule
- Structured training and ongoing professional development
- Performance-based compensation and incentives
- Opportunities to expand responsibilities as experience and performance grow
Company Overview