Representative – Build Long-Term Client Relationships in New York at Jobgether
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Job Description
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Representative – Build Long-Term Client Relationships based in United States.
This fully remote opportunity is designed for individuals who enjoy building meaningful, long-term relationships with clients.
You’ll connect with families through convenient virtual consultations and help them understand available protection and benefit solutions.
The role offers an entry point into a relationship-focused career, with no previous insurance experience required.
You’ll receive training, mentorship, licensing guidance, and ongoing professional development to help you succeed.
Strong communication, organization, self-motivation, and a genuine interest in helping people are central to the role.
You’ll work independently from home while participating in a supportive virtual environment with opportunities to grow.
Compensation is performance-based, with additional earning potential and long-term income opportunities through client renewals.
Build and maintain long-term relationships with clients through professional, friendly, and personalized communication.
Conduct virtual consultations through Zoom and other digital tools to understand client needs and explain available benefit solutions.
Communicate clearly with families and provide knowledgeable guidance throughout the client relationship.
Manage follow-ups, appointments, documentation, and client interactions in an organized and timely manner.
Participate in virtual meetings, training sessions, coaching, and ongoing professional development.
Maintain a consistent work schedule and manage daily activities effectively in a fully remote environment.
Complete required training and licensing activities before conducting regulated insurance-related activities.
Apply feedback and coaching to strengthen communication, client-service, and professional skills.
Build trust and rapport with clients through an energetic, personable, and service-oriented approach.
Work independently while remaining engaged with the wider remote team and following established processes.
Develop professionally with opportunities to take on additional responsibilities and pursue leadership or management growth.
No previous insurance experience is required; training, mentorship, licensing guidance, and professional development are provided.
Excellent verbal and written communication skills, with the ability to explain information clearly and confidently.
Friendly, outgoing, energetic, and personable approach to client interactions.
Strong work ethic and commitment to providing a high standard of service.
Basic computer proficiency and comfort using virtual communication and collaboration tools.
Effective time-management, organizational, and follow-through skills.
Self-motivated and capable of working independently in a remote environment.
Coachable mindset and willingness to learn new products, processes, and professional skills.
Leadership or management experience is an asset and may support future advancement opportunities.
Must be at least 18 years old and legally eligible to work in the applicable jurisdiction.
Must have access to a computer or laptop, webcam, reliable high-speed internet, and a professional remote workspace.
Candidates selected to move forward must complete required training and applicable Life & Health Insurance licensing requirements before conducting licensed activities.
Pre-licensing coursework, examinations, licensing requirements, and related fees may apply and vary by jurisdiction.
100% remote work: Work entirely from home with flexibility and independence.
Training and mentorship: No prior insurance experience required, with structured onboarding and ongoing coaching.
Weekly pay: Compensation paid according to the applicable performance-based structure.
Performance-based bonuses: Additional earning opportunities linked to individual results.
Health insurance reimbursement: Access to reimbursement benefits supporting eligible healthcare needs.
Life insurance: Access to life insurance benefits, subject to applicable terms and eligibility.
Flexible schedule: Manage your work routine within the expectations of the role.
Retirement plan: Access to retirement-related benefits, subject to applicable eligibility and plan terms.
Long-term income potential: Client renewals may provide opportunities for continuing income.
Career advancement: Opportunities to develop professionally and pursue leadership or management responsibilities.
Virtual work environment: Conduct interviews, client consultations, meetings, and training remotely through digital platforms.
Independent contractor structure: Performance-driven commission compensation rather than an hourly or salaried arrangement.