Customer Sales Specialist

Agent Integration Inc

. Meet remotely with individuals who have requested information about long-term financial and family protection plans .

Posted 11/12/2026full-timeRemote • United StatesMid-LevelSenior💰 $70,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client consultation and relationship management, with a focus on customizing financial and family protection plans. Proficient in providing customer service and administrative support while ensuring compliance with state regulations.

Highest-signal resume keywords

Client ConsultationFinancial PlanningCustomer ServiceCompliance RequirementsZoom Meeting Scheduling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningBenefit CustomizationClaims AssistanceDocumentation Management

Soft Skills

Great Communication SkillsAmbitiousMotivatedOrganizedCommitted Team Player

Tools & Technologies

Zoom

Industry Keywords

Long-Term Financial PlansFamily Protection PlansClient Relationship Management

About the role

Key responsibilities & impact

Meet remotely with individuals who have requested information about long-term financial and family protection plans
Consult with families and explain available options
Help individuals choose plans that best fit their needs
Reach out to individuals who requested more information
Schedule Zoom meetings
Customize new benefit plans and adjust existing plans
Establish and maintain relationships with existing and new clients
Perform benefit reviews and assist with claims or adjustments
Provide customer service and administrative support
Respond to and resolve client questions and concerns
Ensure documentation is accurate and complete and update it on schedule

Requirements

What you’ll need

Must permanently reside in one of the following states: NY, NJ, MI, MA, CT, NH, RI, GA, SC, CO, FL, IN, TX, MO, KS, or PA
Must be eligible under state compliance and corporate licensing requirements
Great communication skills
Ambitious, motivated, and organized
Entrepreneurial mindset
Committed team player

Benefits

Comp & perks

Medical (BlueCross BlueShield)
Dental, Vision, and Hearing insurance
Company stock options offered
Performance-based bonuses
Comprehensive paid training program
Flexible work schedule with the ability to work from home
100% commission structure paid out every single week
New team members average $70,000 to $75,000 in their first year, with top performers earning significantly more