Entry-Level CRM Specialist – Remote Client Relations

About the role

We are seeking an entry‑level CRM Specialist to work remotely, helping families understand and purchase life‑insurance and financial‑protection products. You will engage warm leads who have already expressed interest, guiding them through coverage options and the application process.

Key responsibilities

• Meet virtually with warm‑lead clients to discuss their insurance needs.
• Educate families on life‑insurance and related financial‑protection solutions.
• Tailor coverage recommendations based on client budgets and objectives.
• Assist clients through the application and enrollment process.
• Maintain professional relationships while adhering to company and regulatory guidelines.

Required profile

• Dependable, organized, and motivated to grow in a professional services environment.
• Comfortable working independently in a remote setting.
• Strong communication skills for virtual client interactions.

Required skills

What we offer

• Full training and licensing support.
• Commission‑only compensation with average sales earning $600‑$800 per contract.
• Potential 5 % raise every 2–3 months and incentive trips.
• No sales quotas and no cold‑calling requirements.