Remote Insurance Sales - Fast Track to Leadership

The Forehand Agency
San Antonio, TX

An Insurance Sales Agent plays a crucial role in understanding customer needs and providing effective solutions to enhance sales volume. This position involves learning our customer experience methodology and utilizing advanced contact center technology. The representative will interact with numerous customers weekly, developing skills and advancing in their career alongside our team. The role entails managing various accounts by handling inbound requests and making outbound calls. Ideal candidates are highly motivated, energetic, and dedicated to delivering exceptional service.

Responsibilities:

  • Listen to customers, understand their needs, and effectively resolve customer issues.
  • Utilize systems and technology to carry out account management tasks efficiently.
  • Identify sales opportunities and apply sales techniques to upgrade customer accounts.
  • Clearly explain and position products and processes to customers.
  • Ensure first call resolution by employing problem-solving skills and effective call handling.
  • Conduct needs assessments to recommend tailored solutions that align with customer goals.
  • Foster long-term relationships by providing ongoing support and follow-up communications with clients.

Requirements:

  • Highly reliable and willing to learn and acquire new skills.
  • Enjoy engaging with people and assisting them in resolving their concerns.
  • Motivated by attractive bonus plans and daily contests.
  • Exhibit professional communication and customer service skills.
  • High school diploma or equivalent; College Students, Interns, and recent College Graduates are encouraged to apply.
  • Ability to learn customer service software applications quickly.
  • Proficient with basic PC skills.
  • Able to multi-task in a fast-paced environment.
  • Minimum age requirement of 18 years.
  • Ability to obtain a life and health insurance license.

Benefits:

  • Flexible schedules to accommodate work-life balance.
  • Be part of a collaborative and supportive team.
  • Attractive commission structure along with performance-based incentives.
  • Access to professional development and training opportunities to support career growth.
  • Health and wellness benefits to promote employee well-being.

This position offers a fast track to leadership opportunities, enabling individuals to enhance their skills and advance their careers within the organization.

Posted 2025-08-25

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