Insurance Sales Representative

SalesDraft Recruiting•Billings, MT

1d•Remote

About The Position

World Financial Group (WFG) is seeking motivated, relationship-focused individuals to join our team as Sales Representatives. If you enjoy connecting with people, building relationships, and helping individuals and families make informed decisions about their future, this opportunity offers a chance to develop valuable professional skills while making a meaningful impact. Whether you come from sales, customer service, business development, hospitality, or another client-facing background, we provide training, mentorship, and ongoing support to help you grow and succeed. As a Sales Representative, you will manage the client journey from initial outreach through enrollment and ongoing relationship management. You will connect with prospective clients through phone and virtual meetings, learn about their goals, present solutions that fit their needs, and provide exceptional service throughout the process. This is a full-cycle sales role for individuals who enjoy building trust, communicating effectively, and helping clients make informed decisions. Success in this role comes from strong communication skills, consistency, professionalism, and a commitment to delivering an outstanding client experience.

Requirements

Strong communication and interpersonal skills
Professional and customer-focused attitude
Self-motivated and dependable
Strong organizational and time-management skills
Ability to work independently in a remote environment
Comfortable using phone, video conferencing, and digital communication tools
Positive attitude and willingness to learn

Nice To Haves

Sales
Customer Service
Financial Services
Insurance
Business Development
Retail Sales
Hospitality
Real Estate
Account Management
Leadership or Team Development

Responsibilities

Manage the client journey from initial outreach through enrollment and ongoing relationship management.
Connect with prospective clients through phone and virtual meetings.
Learn about client goals and present solutions that fit their needs.
Provide exceptional service throughout the process.
Build trust, communicate effectively, and help clients make informed decisions.
Client Outreach & Relationship Building: Connect with prospective clients through phone calls and virtual meetings, build trust through professional and meaningful conversations, develop long-term relationships with clients, and create a positive and engaging client experience.
Needs Assessment & Client Education: Learn about client goals and objectives, conduct discovery conversations to identify client needs, educate clients on available products and services, and help clients understand their options and make informed decisions.
Full-Cycle Sales Management: Manage the sales process from initial contact through enrollment, maintain consistent communication with prospects and clients, follow up on opportunities and client inquiries, and ensure a smooth and professional experience throughout the sales process.
Pipeline & Activity Management: Maintain an organized pipeline of prospects and opportunities, track client interactions and activities using CRM tools, manage follow-up schedules and appointments, and maintain accurate and detailed records.
Professional Growth: Participate in ongoing training and development programs, continuously improve communication, sales, and relationship-building skills, stay informed on product knowledge and industry updates, and collaborate with team members and leadership to support continued growth.