Position Overview:

As a CRM Specialist, you’ll help families protect what matters most while enjoying the rewards of a performance-based career. This role involves working with clients virtually to provide information on life insurance and related financial protection options. All clients are warm leads who have requested information — no cold calling, no door-to-door, and no recruiting requirements. Full training and licensing support are provided.

Responsibilities:

1. Meet with clients virtually (warm leads only)
2. Educate families on life insurance and financial protection options
3. Customize coverage solutions based on client needs and budget
4. Assist with the application process
5. Build professional client relationships
6. Follow company and regulatory guidelines

Compensation:

1. The average sale on a beginning contract pays between $600 - $800
2. Agents are able to earn a 5% raise every 2–3 months
3. There are no quotas
4. Compensation is 100% commission-based and varies by performance. These ranges reflect averages for active agents

Who We’re Looking For:

This role is well-suited for individuals who are dependable, organized, and motivated to grow in a professional services environment!

About Us:

We are an independent financial services organization that partners with top-rated insurance carriers to help families protect their future. From the initial conversation through policy support and eventually end-of-life assistance, we’re there every step of the way to ensure families are informed, supported, and cared for.

🔥ARE YOU MY NEXT BUSINESS PARTNER? Apply today and grow with a team that’s raising the standard in sales!

Are you looking for remote jobs near your area? At Yulys, thousands of employers are looking for exceptional talent like yours. Find a perfect job now.