Summary
The Summers Agency is seeking a motivated Inside Sales Representative to join its growing remote team and help families protect their futures. The role involves connecting with warm inbound leads, identifying insurance needs, presenting life, health, and retirement coverage solutions, and supporting clients through the application process.
Responsibilities
- Connect with clients who have already requested insurance information — no cold calling required
- Identify each client's needs and recommend appropriate life, health, or retirement coverage options
- Conduct phone or video appointments to present solutions and guide clients through the application process
- Maintain accurate records and follow up with clients to ensure policies are successfully placed
Skills
- Strong communication skills
- A self-motivated, professional attitude
- Reliable and coachable, with a willingness to learn and grow
- Access to a reliable computer, stable internet connection, and a suitable remote workspace
- Be a U.S. resident
- Able to obtain the required insurance license in your state of residence
- Ability to work as a 1099 independent contractor
Qualifications
Must Haves
- Strong communication skills
- a self-motivated, professional attitude
- Reliable and coachable, with a willingness to learn and grow
- Access to a reliable computer, stable internet connection, and a suitable remote workspace
- Be a U.S. resident
- able to obtain the required insurance license in your state of residence
- Ability to work as a 1099 independent contractor
Benefits
- Opportunities for performance-based bonuses
- Warm, inbound leads — no cold calling
- Licensing assistance, onboarding, and ongoing training
- Mentorship and a streamlined sales platform
- Fully remote or hybrid work flexibility