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[Remote] Customer Sales Representative (Remote)

Remote, USA Full-time Posted 2026-06-22

Note: The job is a remote job and is open to candidates in USA. Agent Alliance is seeking a Customer Sales Representative to join their dynamic team. The role involves connecting with clients virtually to provide supplemental benefits and requires effective communication and organization skills.

Responsibilities

  • Reach out to individuals interested in our exclusive benefits
  • Schedule engaging Zoom meetings to discuss their needs
  • Customize new and existing benefit plans to meet client requirements
  • Foster strong relationships with both existing and potential clients
  • Conduct benefit reviews and assist with claims or adjustments
  • Provide exceptional customer service and administrative support
  • Address client inquiries and resolve concerns promptly
  • Ensure accurate and timely documentation updates

Skills

  • Effective communicators
  • Ambitious
  • Organized
  • Thrive in a collaborative environment
  • Reach out to individuals interested in exclusive benefits
  • Schedule engaging Zoom meetings to discuss client needs
  • Customize new and existing benefit plans to meet client requirements
  • Foster strong relationships with both existing and potential clients
  • Conduct benefit reviews and assist with claims or adjustments
  • Provide exceptional customer service and administrative support
  • Address client inquiries and resolve concerns promptly
  • Ensure accurate and timely documentation updates

Benefits

  • Comprehensive medical insurance (BlueCross BlueShield)
  • Dental, vision, and hearing insurance options
  • Stock options for a sense of ownership
  • Retirement benefits based on renewal income
  • An extensive paid training program
  • Performance-based monthly bonuses
  • Flexible work schedule, with options for remote or in-office work.

Company Overview

  • Agent Alliance OC was founded on the basic idea that Realtors® are wasting valuable time trying to run parts of their business that they are often not interested in and rarely good at. It was founded in 2010, and is headquartered in Rancho Santa Margarita, CA, US, with a workforce of 11-50 employees. Its website is http://agentallianceoc.com.
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