Meet with clients via Zoom who have requested insurance information.
Educate families on life insurance and supplemental benefit options.
Help clients choose the coverage that best fits their needs.
The Weatherspoon Agency is a remote-based insurance sales organization specializing in life and supplemental benefit programs for individuals and families across multiple states. Their mission is to provide agents with a stable, supportive environment focused on client education, long-term career growth, and financial stability.
Support the Director of Business Development in achieving revenue and growth targets.
Research new categories and own the pipeline for onboarding partners.
Serve as the primary point of contact for all post-sale client management.
Forbes Advisor aims to help readers turn aspirations into reality by providing trusted advice and guidance for informed decisions. They are an experienced team of industry experts in areas like content, SEO, finance, HR, and technology.
Help prospective clients navigate life, critical illness, and health & dental insurance options using PolicyMe’s digital platform and your product knowledge
Speak with customers to answer questions and guide them through the buying process
Manage a high-volume pipeline of 300–350 leads each month
PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families from coast to coast. Since their launch in 2018, they have grown exponentially, selling over $10 billion in insurance coverage to Canadians and operates with a remote-first culture, attracting top talent from across Canada.
Build and maintain strong relationships with clients, acting as their primary point of contact.
Assess and evaluate clients' insurance needs and provide personalized insurance recommendations.
Educate clients on life insurance policies to help them make informed decisions.
US General helps individuals and families protect their assets through life insurance policies. They provide a supportive environment where agents can balance work and personal life.
Global Elite Empire Consultants is a third-party recruiter, not an insurance agency. They equip licensed agents with elite tools, real leads, and unlimited growth potential.
Assist potential customers with navigating our online insurance shopping experience.
Work with existing customers to answer and resolve basic administrative and billing questions.
Propose process and product solutions to improve our customer experience.
SimplyInsured aims to eliminate fear in health insurance for small business owners, offering transparent and accessible solutions. With over 20,000 customers and partnerships with NetSuite, Toast, and Square, they are growing quickly and disrupting the health insurance industry.
Own and scale Sidecar Health’s broker growth strategy.
Build deep, trusted relationships with brokers and distribution partners.
Identify, test and refine new go-to-market and growth strategies.
Sidecar Health is redefining health insurance, striving to make excellent healthcare affordable and accessible. The team consists of passionate people from various backgrounds, aiming to fix a broken system and make it more personalized, affordable, and transparent.
Handle inbound calls and warm leads, consulting with customers on their insurance needs.
Match the correct coverages, products, and benefits to convert sales leads into policyholders.
Represent the Liberty Mutual brand, connecting customers to the right products for their individual needs.
Liberty Mutual is a Fortune 100 company. They value hard work, integrity, and commitment to make things better, and they put people first by offering benefits that support life and well-being, fostering an inclusive culture where everyone can thrive and make a meaningful impact.
Identify, define, and qualify new sales opportunities by engaging large-sized prospects and clients.
Strategize selling approaches and revenue growth plans in collaboration with business unit leadership.
Lead complex client relationships and sales processes from inception to closure, including deal status.
WellSky is a technology company leading the movement for intelligent, coordinated care worldwide. Their software, analytics, and services power better outcomes and lower costs for stakeholders across the health and community care continuum, fostering innovation, inclusiveness, and cohesive perspectives.
They are a third-party recruiter. They may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses.
Support Client Experience team and client needs to include reporting, data, budgets.
Manage client relationships by leading the day-to-day communications with clients and delivering excellent customer service
Collaborate with internal account teams to develop and execute marketing campaigns, digital strategies, and other initiatives that support client objectives
Unlock Health is a full-service marketing communication agency grounded in technology and built for healthcare, integrated with a managed care consultancy with deep revenue strategy expertise. They brought together leading healthcare firms to align brand, marketing, technology, and revenue strategy.
Build and maintain trusted client relationships, acting as a primary point of contact.
Onboard new customers, providing technical support, and resolving issues.
Collaborate with Product and engineering teams to address product reliability.
Fuze Health puts patients first and addresses the most pressing needs in healthcare. They empower millions to digitally connect with care providers, essential health resources and needed treatments.
Global Elite Empire Consultants redefines how agents build their book of business. They are a third-party recruiter that respects your time, talent, and income.
Serve as the main point of contact across MDT account teams.
Optimize contracts and drive category expansion across Surgical.
Drive adoption and utilization of all Surgical Center of Technology products.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Own individual revenue targets and contribute to pod revenue goals.
Develop strategies to retain and grow client partnerships, positioning Fetch as a strategic, long-term partner.
Build consultative relationships with mid-level or executive client contacts by communicating clearly, following through on tasks, and supporting complex account strategies.
Fetch is a platform where millions of people use Fetch earning rewards for buying brands they love. With investments from SoftBank, Univision, and Hamilton Lane, and partnerships ranging from challenger brands to Fortune 500 companies, Fetch is reshaping how brands and consumers connect in the marketplace. Ranked as one of America’s Best Startup Employers by Forbes for two years in a row, Fetch fosters a people-first culture rooted in trust, accountability, and innovation.