Client Services Sales Representative - Remote

UniTrust Financial Group
Irvine, CA

About Us

InsuraTec Services Group is a leading provider of financial services and insurance solutions. We are dedicated to helping individuals and families secure their financial future through a client-focused approach. Our company values transparency, integrity, diversity, and relentlessness in providing top‑notch services to our clients.

Job Description

We are seeking Remote Client Sales Relationship Specialists to join our dynamic team. The role involves building and maintaining client relationships and providing financial and insurance services from home.

Location

Remote (Virtual Work From Home)

Hours

Flexible Hours, Full Time Only

Responsibilities

  • Build and maintain strong client relationships through effective communication and understanding of their needs.
  • Work with provided leads to identify potential clients interested in financial services and insurance products.
  • No cold calling or door‑to‑door sales - focus on warm leads only.
  • Collaborate with clients to assess their insurance needs and recommend suitable solutions.
  • Provide excellent customer service and support throughout the sales process.
  • Complete self‑paced training and obtain the necessary insurance license.
  • Uphold our company values of transparency, integrity, diversity, and relentlessness in all interactions.

Qualifications

  • No prior experience required - we provide comprehensive training.
  • Self‑motivated and driven to achieve sales targets.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and manage your own schedule.
  • Must be willing to obtain the required insurance license.
  • Entry‑level candidates are welcome.

Benefits

  • Enjoy the flexibility of remote work and a work‑from‑home environment.
  • Maintain a healthy work‑life balance with flexible hours.
  • Join a dynamic team dedicated to client satisfaction and support.
  • No cold calling or door‑to‑door sales - focus on warm leads.
  • Training provided to help you succeed in your role.
  • Opportunity to enter the financial services and insurance industry.
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Posted 2026-05-03

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