Note: The job is a remote job and is open to candidates in USA. The Vena Organization provides insurance solutions and customer-focused service across Illinois. The company is seeking a Virtual Sales Representative to engage prospective and existing clients through digital channels, present insurance products, qualify leads, conduct virtual consultations, and guide customers through application and enrollment. The role also includes maintaining CRM records, following up on inquiries, meeting sales targets, and participating in virtual training.
Responsibilities
- Engaging prospective and existing clients via phone, video calls, email, and other digital communication channels to present insurance products and services
- Qualifying leads, conducting virtual consultations, explaining benefits and coverage options, and guiding clients through the application and enrollment process
- Maintaining accurate records in CRM systems, following up on inquiries, and meeting or exceeding sales targets and performance metrics
- Collaborates with team members, participates in virtual training sessions, and continuously builds product knowledge to provide clear, compliant, and customer-centered guidance
Skills
- US HIRES ONLY\_- CANNOT HIRE IN CA, MI, MN, NY
- Strong sales and customer service skills, including consultative selling, relationship building, and effective follow-up
- Excellent communication skills, including clear verbal communication, professional virtual presentation skills, and strong written skills for email and messaging
- Comfort with remote work tools and technology, such as video conferencing platforms, CRM systems, and digital document management
- Organizational and time management abilities to manage multiple leads, appointments, and follow-ups in a fast-paced environment
- Ability to learn and explain insurance products and coverage options clearly, with attention to detail and regulatory requirements
- Self-motivated, goal-oriented approach with the ability to work independently and as part of a remote team
- High school diploma or equivalent required; additional education, licenses, or certifications in insurance or sales are a plus
- Prior experience in sales, insurance, financial services, or a related field is preferred but not required
Benefits
- Remote work arrangement
- Opportunities for advancement and professional development
- Virtual training sessions
Company Overview