[Remote] Virtual Client Consultant - Entry Level
Note: The job is a remote job and is open to candidates in USA. The Hunt Agency Inc is a fast-growing, family-led brokerage focused on helping families secure their financial futures through insurance and retirement solutions. They are seeking a Virtual Client Consultant to connect with clients, conduct consultations, and provide exceptional service while mastering their sales systems.
Responsibilities
- Master our proven sales systems and product suite to serve clients effectively
- Connect with clients who’ve requested information and guide them through the process
- Conduct virtual consultations via Zoom or phone
- Communicate with clients and internal teams to ensure seamless service
- Collaborate with peers and leadership to deliver an exceptional client experience
- Meet promotional benchmarks to unlock growth and income potential
- Stay compliant with state insurance and licensing requirements
- Participate in weekly virtual meetings and trainings
- Build a long-term client base using company-provided and self-generated leads
- Help families find the right protection and financial solutions for their needs
Skills
- Confident using technology and virtual communication tools
- Excellent communicator with strong organizational skills
- Self-motivated, coachable, and goal-driven
- Professional presence over Zoom and the phone
- Customer-oriented with a problem-solving mindset
- Must be able to pass a background check
- Reliable phone, computer, and internet connection
- Active Life & Health Insurance License (or willingness to obtain within 7–10 days — we'll help)
- Flexibility to meet client schedules, including some evenings or weekends
- 3+ years in sales, customer service, or related field preferred (not required)
Benefits
- 100% remote with flexible scheduling
- Uncapped monthly bonuses tied to performance
- Annual incentive trips for top producers (company and carrier sponsored)
- Access to discounted health and life insurance options
- Fast-track promotions and leadership opportunities for high performers
- We’ll walk you through the process and help you get licensed within 7–10 days of onboarding
Company Overview