Insurance Customer Service Representative

The Gainey Agency•Maryland City, MD
•Remote

About The Position

The Gainey Agency is seeking a Client Protection Sales Representative to help individuals and families understand their options for life insurance and financial protection. In this role, you'll connect with prospective clients, learn about their individual circumstances, explain available solutions, and assist them through the application process. Representatives receive training and ongoing support as they develop their sales and client-service skills.

Requirements

  • Strong communicators
  • Comfortable speaking with new people
  • Organized and dependable
  • Self-motivated
  • Open to coaching and feedback
  • Comfortable working independently in a remote environment
  • Interested in sales, client service, or financial services
  • Candidates must be legally eligible to obtain and maintain the appropriate insurance license for their state.

Nice To Haves

  • Insurance or sales experience is not required.

Responsibilities

  • Connect with prospective clients through scheduled phone and virtual appointments
  • Ask questions to understand client needs and goals
  • Explain insurance products in a clear and professional manner
  • Help clients compare available coverage options
  • Guide clients through the application process
  • Maintain consistent follow-up with prospective clients
  • Keep client information and activity organized
  • Attend team meetings, training, and coaching sessions
  • Build professional relationships with clients and team members

Benefits

  • Flexible scheduling
  • Virtual training and meetings
  • Ongoing coaching and support
  • Opportunity to develop professional sales skills
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