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Posted Jun 2, 2026

Experienced Customer Service and Sales Representative – Insurance Solutions Expert

At careerzynith, we're dedicated to helping families secure their financial future by providing life insurance, final expense, and mortgage protection solutions with integrity, clarity, and care. As a rapidly growing brokerage, we're expanding our team and seeking motivated individuals who are passionate about service and ready to grow in a sales-focused role. **Job Summary:** We're hiring an Experienced Customer Service and Sales Representative to assist clients with their insurance needs while guiding them through personalized coverage options. This is a remote position where you'll handle inbound inquiries, work with warm leads, and provide a seamless client experience. You'll combine customer service with consultative sales – no cold calling required. As a key member of our team, you'll play a vital role in delivering exceptional service and driving sales growth. **Responsibilities:** - Respond to client inquiries via phone, email, and Zoom, providing timely and accurate information to meet their needs. - Educate clients on insurance options that meet their unique requirements, ensuring they understand the benefits and coverage. - Provide support throughout the application process, addressing any questions or concerns clients may have. - Follow up with clients to ensure satisfaction and coverage understanding, fostering long-term relationships. - Track all communication and sales activity using CRM tools, ensuring data accuracy and sales performance. - Meet individual performance and client satisfaction goals, driving sales growth and excellence in customer service. **What We Offer:** - Remote work with flexible scheduling, allowing you to balance work and personal life. - Qualified leads provided – no cold calling required, ensuring you focus on delivering exceptional service. - Bonus opportunities available, recognizing your hard work and dedication. - Training and continuous mentorship, helping you develop your skills and expertise. - A supportive, people-first team culture, where collaboration and teamwork thrive. - Clear paths for career growth and leadership, empowering you to reach your full potential. **Requirements:** - Must be 18+ and legally authorized to work in the U.S. - Strong communication and customer service skills, with a focus on empathy and professionalism. - Comfortable working with technology and in a remote setting, with a willingness to adapt to new tools and systems. - Life & Health insurance license (or willingness to obtain within 30 days), ensuring you're equipped to provide expert guidance. **Essential Qualifications:** - 1+ year of experience in customer service, sales, or a related field. - Proven track record of meeting sales targets and delivering exceptional customer service. - Strong problem-solving skills, with the ability to think critically and creatively. - Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues. - Proficiency in CRM tools and technology, with a willingness to learn and adapt. **Preferred Qualifications:** - 2+ years of experience in customer service, sales, or a related field. - Experience in the insurance industry, with a focus on life insurance, final expense, or mortgage protection. - Strong analytical skills, with the ability to analyze data and make informed decisions. - Certification in customer service or sales, demonstrating your commitment to excellence. **Skills and Competencies:** - Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues. - Excellent problem-solving skills, with the ability to think critically and creatively. - Proficiency in CRM tools and technology, with a willingness to learn and adapt. - Strong analytical skills, with the ability to analyze data and make informed decisions. - Ability to work in a remote setting, with a focus on self-motivation and discipline. **Career Growth Opportunities and Learning Benefits:** At careerzynith, we're committed to helping you grow and develop your skills and expertise. As a Customer Service and Sales Representative, you'll have access to: - Ongoing training and mentorship, helping you develop your skills and expertise. - Opportunities for career growth and leadership, empowering you to reach your full potential. - A supportive, people-first team culture, where collaboration and teamwork thrive. - Clear paths for advancement, with a focus on promoting from within. **Work Environment and Company Culture:** At careerzynith, we're dedicated to creating a supportive, inclusive, and collaborative work environment. As a Customer Service and Sales Representative, you'll be part of a dynamic team that's passionate about delivering exceptional service and driving sales growth. Our company culture is built on: - A people-first approach, with a focus on empathy and professionalism. - A commitment to excellence, with a focus on delivering exceptional service and driving sales growth. - A supportive and inclusive work environment, where collaboration and teamwork thrive. - Clear paths for career growth and leadership, empowering you to reach your full potential. **Compensation, Perks, and Benefits:** As a Customer Service and Sales Representative at careerzynith, you'll enjoy a competitive compensation package, including: - A base salary of $55,000 - $82,000 per year, depending on experience. - Bonus opportunities available, recognizing your hard work and dedication. - Comprehensive benefits package, including health, dental, and vision insurance. - 401(k) retirement plan, with a company match. - Paid time off, including vacation and sick leave. - Opportunities for professional development and growth. **Conclusion:** If you're a motivated and passionate individual who is dedicated to delivering exceptional service and driving sales growth, we want to hear from you! As a Customer Service and Sales Representative at careerzynith, you'll have the opportunity to grow and develop your skills and expertise, while making a real difference in the lives of our clients. Apply now to join our dynamic team and start your career journey with careerzynith!