Note: The job is a remote job and is open to candidates in USA. Diaz Agency is a leading financial services company recognized for its people-first culture and explosive growth. They are seeking a self-driven Sales Coordinator to engage with clients, conduct consultations, and build a client base, all while enjoying the flexibility of remote work.
Responsibilities
- Master our products and systems to deliver a top-tier client experience
- Engage warm leads—follow up with clients who’ve shown prior interest
- Conduct virtual consultations via Zoom and phone during the sales cycle
- Serve as the link between corporate updates and client communication
- Collaborate with clients and team members to address inquiries and solutions
- Meet promotional targets to unlock growth opportunities
- Maintain compliance with state licensing regulations
- Participate in weekly Zoom team meetings
- Build your client base through company-generated leads or you can self-generate your own leads
- Educate new and existing clients on life insurance and retirement solutions
Skills
- Life & Health license required (don't have one? We'll guide you through it)
- Must be physically located within the United States
- Clear, confident communicators who know how to listen and connect
- Highly motivated, coachable professionals with a go-getter mindset
- Resilient, optimistic problem-solvers ready to grow
Benefits
- Remote Freedom: Work anywhere, anytime.
- Lead Support: Focus on sales—we handle the prospecting.
- Continual Growth: Access to ongoing coaching and skill-building.
- Health, Dental & Vision Benefits: Available for qualifying agents.
Company Overview
- "Empowering Change, Safeguarding Families, Creating a Legacy, Inspiring Leaders that Get it, Want it and have the capacity to do it!" It was founded in undefined, and is headquartered in United States, US, with a workforce of 11-50 employees. Its website is https://www.speedyinsquote.com.