Note: The job is a remote job and is open to candidates in USA. The Grandsard Agency is expanding its life insurance and financial services team and provides training, mentorship, systems, and support for sales professionals. The Sales Specialist connects with prospective clients, conducts virtual consultations, educates clients on insurance and retirement solutions, guides applications, and builds client relationships through leads, referrals, and self-generated opportunities.
Responsibilities
- Connect with prospective clients who have expressed interest in coverage
- Conduct virtual consultations by phone and Zoom
- Ask questions to understand each client's needs, goals, and budget
- Educate clients on appropriate life insurance and retirement solutions
- Guide qualified clients through the application process
- Follow up consistently with prospects and existing clients
- Maintain accurate client communication and follow carrier and state compliance requirements
- Participate in weekly virtual training and team meetings
- Develop proficiency with our products, technology, sales process, and lead system
- Build a client base using available lead programs, referrals, and/or self-generated opportunities
- Continuously improve your communication, sales, and client-service skills
Skills
- Self-directed
- You don't need someone watching you to get the work done
- Coachable
- You're willing to learn a proven process and improve through feedback
- Resilient
- You understand that sales involve rejection, follow-up, and persistence
- Competitive with yourself
- You want measurable personal and professional growth
- A strong communicator
- You can listen, ask thoughtful questions, and explain concepts clearly
- Accountable
- You take ownership of your activity and results
- Client-focused
- You understand that great sales start with solving real problems for people
- Sales or insurance experience is helpful but not required
- Work ethic, communication skills, coachability, and consistency matter more
- Life & Health insurance license required to conduct insurance business
- Must be physically located in the United States
- Sponsorship is not available for this opportunity
Benefits
- Training provided, including structured training, coaching, role-play, team meetings, and mentorship from experienced producers
- Remote flexibility: conduct appointments virtually by phone and Zoom while building a schedule around your goals
- Warm lead opportunities with consumers who have expressed interest in life insurance and financial protection solutions
- Bonus opportunities available based on qualification and performance
- Health, dental, and vision benefit options may be available to qualifying agents
- Full-time and part-time opportunities available
Company Overview