Customer Service and Sales Representative
The Rustman Agency is a rapidly growing brokerage focused on helping families secure their financial future. We provide life insurance, final expense, and mortgage protection solutions—all delivered with integrity, clarity, and care. We're currently expanding our team and looking for motivated individuals who are passionate about service and ready to grow in a sales-focused role.
Job Summary:
We’re hiring a Customer Service and Sales Representative to assist clients with their insurance needs while guiding them through personalized coverage options. This is a remote position where you'll handle inbound inquiries, work with warm leads, and provide a seamless client experience. You’ll combine customer service with consultative sales—no cold calling required.
Responsibilities:
Respond to client inquiries via phone, email, and Zoom
Educate clients on insurance options that meet their needs
Provide support throughout the application process
Follow up with clients to ensure satisfaction and coverage understanding
Track all communication and sales activity using CRM tools
Meet individual performance and client satisfaction goals
What We Offer:
Remote work with flexible scheduling
Qualified leads provided—no cold calling
Bonus opportunities Available
Training and continuous mentorship
A supportive, people-first team culture
Clear paths for career growth and leadership
Requirements:
Must be 18+ and legally authorized to work in the U.S.
Strong communication and customer service skills
Professional, empathetic, and reliable
Comfortable working with technology and in a remote setting
Life & Health insurance license (or willingness to obtain within 30 days)
Powered by ExactHire:174525
The Rustman Agency is a rapidly growing brokerage focused on helping families secure their financial future. We provide life insurance, final expense, and mortgage protection solutions—all delivered with integrity, clarity, and care. We're currently expanding our team and looking for motivated individuals who are passionate about service and ready to grow in a sales-focused role.
Job Summary:
We’re hiring a Customer Service and Sales Representative to assist clients with their insurance needs while guiding them through personalized coverage options. This is a remote position where you'll handle inbound inquiries, work with warm leads, and provide a seamless client experience. You’ll combine customer service with consultative sales—no cold calling required.
Responsibilities:
Respond to client inquiries via phone, email, and Zoom
Educate clients on insurance options that meet their needs
Provide support throughout the application process
Follow up with clients to ensure satisfaction and coverage understanding
Track all communication and sales activity using CRM tools
Meet individual performance and client satisfaction goals
What We Offer:
Remote work with flexible scheduling
Qualified leads provided—no cold calling
Bonus opportunities Available
Training and continuous mentorship
A supportive, people-first team culture
Clear paths for career growth and leadership
Requirements:
Must be 18+ and legally authorized to work in the U.S.
Strong communication and customer service skills
Professional, empathetic, and reliable
Comfortable working with technology and in a remote setting
Life & Health insurance license (or willingness to obtain within 30 days)
Powered by ExactHire:174525
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