Note: The job is a remote job and is open to candidates in USA. Globe Life American Income Division: Surace Smith & Partners is an entrepreneurial organization focused on leadership development within the financial services and insurance sectors. The Virtual Sales Representative engages prospective and existing clients, explains insurance and financial protection products, recommends solutions, and manages virtual consultations and follow-up communications. The role also involves maintaining accurate records, participating in training and coaching, collaborating with team leaders, and working toward defined performance goals.
Responsibilities
- The Virtual Sales Representative is responsible for engaging prospective and existing clients, explaining insurance and financial protection products, and recommending solutions based on individual needs
- This remote role is based in Malvern, PA and typically involves conducting virtual consultations through phone and video platforms, managing follow-up communications, and maintaining accurate records in the company’s systems
- The representative will participate in ongoing training and coaching sessions, collaborate with team leaders to refine sales strategies, and work toward defined performance goals and targets
- Day-to-day activities include prospecting, scheduling appointments, presenting product information, handling basic client inquiries, and supporting policy applications and enrollments
Skills
- Strong communication and interpersonal abilities, including clear verbal and written communication and active listening skills
- Customer service and relationship-building skills, with the capacity to establish trust and maintain long-term client connections
- Sales-oriented mindset, including comfort with goal setting, performance metrics, and consultative selling in a virtual environment
- Basic comfort with technology, including video conferencing tools, CRM or sales tracking software, and standard office applications
- Ability to learn and explain insurance and financial concepts in accessible language to diverse clients
- Self-motivated with strong time-management and organizational skills and the ability to work in an on-site, fast-paced setting
- High school diploma or equivalent required
- Willingness to complete any required licensing, compliance training, and ongoing professional development programs
- Post-secondary education
- Prior experience in sales, insurance, or financial services
Benefits
- Structured training
- Mentorship
- Growth opportunities
- Remote work arrangement
- Ongoing training and coaching sessions
Company Overview