Remote Customer Sales Specialist
Posted November 12, 2026
Job Description
Our specialists meet remotely with individuals who have requested information about our long-term financial and family protection plans. They consult with families, explain available options, and help them choose the plan that best fits their needs. Successful reps are great communicators who are ambitious, motivated, and organized. They think like entrepreneurs and are committed team players.
Our specialists meet remotely with individuals who have requested information about our long-term financial and family protection plans. They consult with families, explain available options, and help them choose the plan that best fits their needs. Su...- Reach out to individuals who have requested more information on the plans offered
- Schedule Zoom meetings with these members
- Customize new benefit plans and adjust existing plans to fit the current needs of each client
- Establish and maintain relationships with existing and new clients
- Perform benefit reviews for existing clients, as well as help with any necessary claims or adjustments
- Provide attentive customer service and any necessary administrative support in response to members' needs
- Respond to and resolve client questions and concerns regarding their benefits
- Ensure that all documentation is accurate and complete, and perform any necessary updates on schedule
