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Jerry

Inbound Sales Agent, Fintech

Jerry

. Welcome inbound customers who started their search in the app .

Posted 10/2/2026full-timeRemote • United StatesMid-LevelSenior💰 $19 - $21 per hourWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in empathetic communication and active listening while guiding customers through insurance options. Proficient in navigating insurance platforms and internal tools to enhance customer experience and finalize suitable policies.

Highest-signal resume keywords
Empathetic CommunicationActive ListeningP&C LicenseCustomer EngagementInsurance Platforms Navigation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
Trust BuildingNatural Connection with PeopleProblem Resolution
Certifications & Qualifications
Valid P&C License
Industry Keywords
InsuranceCustomer ExperienceRetailHospitalityExperience-Driven Environment

About the role

Key responsibilities & impact
  • Welcome inbound customers who started their search in the app
  • Engage customers over the phone and build trust
  • Explain insurance details, policy nuances, discounts, and coverage gaps across 55+ carrier options
  • Listen to concerns and resolve hesitations empathetically
  • Help customers finalize suitable insurance policies
  • Maintain a positive, personal, and effortless customer experience

Requirements

What you’ll need
  • Experience in a high-standard retail, hospitality, or experience-driven environment
  • Empathetic communication and strong active listening skills
  • Ability to connect naturally with people
  • Comfort navigating internal tools and insurance platforms while multitasking
  • Valid P&C license
  • Must currently reside in an eligible location: AZ, FL, GA, NV, NY, NC, TN, TX, UT, or VA for full-time hourly employment
  • Legally authorized to work in the U.S.
  • Ability to work without requiring visa sponsorship

Benefits

Comp & perks
  • Uncapped commissions
  • Fully funded P&C licensing training and exam costs in the first two weeks
  • 100% work-from-home
  • Computer equipment provided
  • Medical, dental, and vision insurance
  • 401(k) matching
  • Flexible schedules: 5-day, 8-hour schedule or 4-day, 10-hour workweek
  • Paid time off
  • Paid parental leave
  • Wellness benefits
  • Equity opportunities may be included