Note: The job is a remote job and is open to candidates in USA. Globe Life American Income Division: Surace Smith Parks Salvaggi Organization provides financial protection solutions, including life and supplemental insurance products, to individuals and families across the United States. The Financial Services Representative connects with prospective and existing clients to present insurance solutions, conduct virtual consultations, prepare quotes, guide applications and enrollment, manage leads and CRM records, and achieve sales targets while supporting clients and collaborating with the team.
Responsibilities
- Conducting virtual consultations, explaining product features and benefits, preparing quotes, and guiding clients through the application and enrollment process
- Follow up on leads, maintain accurate records in CRM systems, and meet or exceed sales targets and activity metrics
- Providing ongoing client support, participating in regular training sessions, and collaborating with team members and leadership to improve sales strategies and customer experience
Skills
- Candidates should possess strong Communication and Customer Service skills to build trust, explain products clearly, and support clients effectively
- Candidates should possess Sales and Sales Management-related skills to convert leads, manage a sales pipeline, and consistently achieve performance goals
- Candidates should possess Training-related skills, including the ability to learn quickly, apply new techniques, and contribute to team development
- Strong organizational and time-management abilities, with proficiency in using remote collaboration tools and CRM software
- Comfort working in a remote, performance-based environment, with a high level of self-motivation and accountability
- High school diploma or equivalent required; additional education in business, finance, or a related field is an asset
- Prior experience in insurance, financial services, or consultative sales is beneficial but not required
Benefits
- Full-time remote role
- Training, development, and growth opportunities
- Regular training sessions
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