Full-Time

Sales Consultant

The Semler Agency

The Semler Agency

Life insurance and retirement protection

No salary listed

Mesa, AZ, USA

Remote

Category
Sales & Account Management (1)
Required Skills
Sales
CRM
Customer Service
Requirements
  • Strong knowledge of insurance products, coverage options, and policy terms.
  • Excellent communication and interpersonal skills with a customer-centric approach.
  • Ability to work independently and manage time effectively in a remote work environment.
  • Proficiency in using insurance software and customer relationship management systems.
  • Relevant Life and Health insurance license or willingness to obtain one.
Responsibilities
  • Communicate with customers via phone, email, or online chat to understand their insurance needs and provide suitable recommendations.
  • Educate customers on various insurance products, coverage options, and policy terms.
  • Collaborate with the underwriting team to evaluate and assess risk factors for policy approvals.
  • Maintain accurate customer records and update insurance policies as necessary.
  • Keep up-to-date with industry trends and insurance regulations to provide accurate and relevant information to customers.
  • Attend weekly training calls to increase product knowledge and improve sales skills.

The Semler Agency is an independent life-insurance agency affiliated with Symmetry Financial Group. It offers mortgage protection, term and universal life insurance, final-expense, disability, critical-illness, and retirement-protection products. Licensed agents help individuals and families compare coverage through remote and local consultations. The agency model combines carrier access, lead programs, licensing, training, mentorship, recruiting, and sales management. Roles are concentrated in insurance sales, client education, agency leadership, recruiting, and administrative support.

Company Size

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Company Stage

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Total Funding

N/A

Headquarters

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Founded

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