Remote Sales Representative - Fintech
About The Position
As a Remote Sales Representative, your mission is to deliver an exceptional, consultative experience that turns initial interest into long-term customer trust, matching each individual with the ideal coverage from Jerry’s panel of 55+ carrier partners. You will handle inbound calls for auto, home, motorcycle, and specialty insurance with high energy, patience, and genuine care. You will go beyond standard answers to uncover savings or coverage gaps customers didn't know to look for, translating complex policy details into clear, easy-to-understand choices. You will craft tailored policy packages across our 55+ carrier partners and finalize coverage with ease. You will listen to customer hesitation with empathy, addressing concerns directly to ensure a smooth, transparent purchasing experience. You will also act as the voice of the customer by sharing direct feedback with our product team to continuously refine our app and service offerings.
Requirements
- 2+ years of experience in sales, consultative account management, or high-touch service environments.
- Genuine empathy, warmth, and active listening skills.
- A true passion for helping people.
- Ability to manage competing priorities effortlessly while maintaining a high standard of service and attention to detail.
Responsibilities
- Deliver standout customer experiences: Handle inbound calls for auto, home, motorcycle, and specialty insurance with high energy, patience, and genuine care.
- Educate and advocate: Go beyond standard answers to uncover savings or coverage gaps customers didn't know to look for, translating complex policy details into clear, easy-to-understand choices.
- Guide and bind: Craft tailored policy packages across our 55+ carrier partners and finalize coverage with ease.
- Navigate friction thoughtfully: Listen to customer hesitation with empathy, addressing concerns directly to ensure a smooth, transparent purchasing experience.
- Elevate the product: Act as the voice of the customer by sharing direct feedback with our product team to continuously refine our app and service offerings.
Benefits
- Medical, dental, vision insurance
- 401(k) match
- Fully funded licensing (P&C license)
- Work from home with all equipment provided
- Ongoing training
- Active team mentorship
- Flexible scheduling (5-day, 8-hour or 4-day, 10-hour workweek)
- Paid time off
- Paid parental leave
- Wellness benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
