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Jerry

Inbound Sales Agent – Fintech

Jerry

. Connect with customers who started their insurance search in Jerry’s app via phone .

Posted 9/17/2026full-timeRemote • Arizona • 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 customer engagement and insurance advisory, with a focus on building trust and providing tailored solutions. Proficient in navigating insurance platforms and explaining complex policy details clearly to enhance customer experience.

Highest-signal resume keywords
Customer EngagementActive ListeningEmpathetic CommunicationInsurance KnowledgeRetail Experience

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Insurance AdvisoryPolicy ExplanationComplex Detail CommunicationMultitaskingCustomer Service
Soft Skills
EmpathyUpbeat AttitudeTrust BuildingNatural Connection with People
Tools & Technologies
Insurance PlatformsInternal Tools
Certifications & Qualifications
P&C License
Industry Keywords
Retail EnvironmentHospitalityCustomer ExperienceInsurance CoverageDiscounts

About the role

Key responsibilities & impact
  • Connect with customers who started their insurance search in Jerry’s app via phone
  • Build trust and actively engage inbound shoppers
  • Explain policy nuances, hidden discounts, and coverage gaps across 55+ carrier options
  • Provide tailored insurance advice and help customers find suitable protection within budget
  • Listen to hesitations and resolve customer concerns empathetically
  • Help customers finalize and purchase their ideal insurance policy on the spot
  • Maintain a warm, positive, and effortless customer experience

Requirements

What you’ll need
  • Experience in a high-standard retail, hospitality, or experience-driven environment
  • Background in premier retail or customer-service environments such as Apple, Microsoft, Lululemon, Nordstrom, Disney, or Costco
  • Strong active listening and empathetic communication skills
  • Upbeat attitude and ability to connect naturally with people
  • Comfort navigating internal tools and insurance platforms while multitasking
  • Ability to explain complex insurance details clearly
  • Ability to work full-time
  • Must currently reside in an eligible hiring location: Arizona, Florida, Georgia, Nevada, New York, North Carolina, Tennessee, Texas, Utah, or Virginia for hourly employees
  • Must be legally authorized to work in the U.S.
  • Must answer whether a valid P&C license is held; licensing can be funded by the employer

Benefits

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