Inbound Sales Agent – Fintech

Jerry

. Connect with inbound customers who began their search in Jerry’s app .

Posted 9/24/2026full-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 customer engagement and insurance policy navigation, ensuring a seamless and positive experience for clients. Proficient in active listening and empathetic communication to address customer needs effectively.

Highest-signal resume keywords

Customer EngagementActive ListeningInsurance Policy NavigationP&C LicenseExperience in Retail or Hospitality

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Insurance Details ExplanationPolicy IdentificationDiscount RecognitionCoverage Gap Analysis

Soft Skills

Empathetic CommunicationUpbeat AttitudeMultitasking

Tools & Technologies

Internal ToolsInsurance Platforms

Certifications & Qualifications

Valid P&C License

Industry Keywords

Customer ExperienceRetail EnvironmentHospitality EnvironmentExperience-Driven Environment

About the role

Key responsibilities & impact

Connect with inbound customers who began their search in Jerry’s app
Build trust and engage customers over the phone
Explain insurance details clearly and simply
Identify policy nuances, hidden discounts, and coverage gaps across 55+ carrier options
Listen to customer concerns and resolve hesitations empathetically
Help customers finalize and purchase suitable insurance policies
Maintain a positive, personal, and effortless customer experience while multitasking in a fast-paced environment

Requirements

What you’ll need

Experience in a high-standard retail, hospitality, or experience-driven environment
Backgrounds such as Apple Store, Microsoft, Lululemon, Nordstrom, Disney, or Costco are highlighted
Strong active listening skills
Genuinely upbeat attitude and ability to connect naturally with people
Comfort navigating internal tools and insurance platforms while multitasking
Valid P&C license question is included in the application
Legally authorized to work in the U.S.
Must currently reside in an eligible hiring location: Arizona, Florida, Georgia, Nevada, New York, North Carolina, Tennessee, Texas, Utah, or Virginia for this hourly role

Benefits

Comp & perks

Uncapped commissions
Fully funded P&C licensing training and exam costs during the first two weeks
100% work-from-home arrangement
Computer equipment provided
Medical insurance
Dental insurance
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/stock options