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As a CRM Specialist, you’ll help families protect what matters most while enjoying the rewards of a performance-based career. This role involves working with clients virtually to provide information on life insurance and related financial protection options. All clients are warm leads who have requested information — no cold calling, no door-to-door, and no recruiting requirements. Full training and licensing support are provided.
Responsibilities:
- Meet with clients virtually (warm leads only)
- Educate families on life insurance and financial protection options
- Customize coverage solutions based on client needs and budget
- Assist with the application process
- Build professional client relationships
- Follow company and regulatory guidelines
Compensation:
- The average sale on a beginning contract pays between $600 – $800
- Agents are able to earn a 5% raise every 2–3 months
- There are no quotas
- Win Incentive Trips with Carriers
- Compensation is 100% commission-based and varies by performance. These ranges reflect averages for active agents
Who We’re Looking For:
This role is well-suited for individuals who are dependable, organized, and motivated to grow in a professional services environment!
About Us:
We are an independent financial services organization that partners with top-rated insurance carriers to help families protect their future. From the initial conversation through policy support and eventually end-of-life assistance, we’re there every step of the way to ensure families are informed, supported, and cared for.
🔥ARE YOU MY NEXT BUSINESS PARTNER? Apply today and grow with a team that’s raising the standard in sales!
