Inbound Sales Agent – Fintech

Jerry

Inbound insurance sales agent helping Jerry app users compare coverage and discounts. Explaining policies clearly and closing purchases remotely.

Posted 9/4/2026full-timeRemote • Arizona, Florida, Nevada, New York, North Carolina, Tennessee, Texas, Utah, Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $19 - $21 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer engagement and service within high-standard environments, effectively communicating complex insurance details while building trust and resolving customer concerns. Proficient in navigating insurance platforms and internal tools to deliver tailored advice and finalize policies.

Highest-signal resume keywords

Customer EngagementActive ListeningInsurance KnowledgeP&C LicenseMultitasking

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

EmpathyCommunicationTrust BuildingUpbeat Attitude

Tools & Technologies

Insurance PlatformsInternal Tools

Certifications & Qualifications

P&C License

Industry Keywords

Customer ServiceRetailHospitalityExperience-Driven Environment

About the role

Key responsibilities & impact

Connect with inbound customers who started their search in the app
Build trust and engage customers over the phone
Explain complex insurance details clearly
Uncover policy nuances, discounts, and coverage gaps across 55+ carrier options
Listen to customer concerns and resolve hesitations empathetically
Help customers finalize their insurance policy on the spot
Deliver tailored advice and peace of mind

Requirements

What you’ll need

Experience in a high-standard retail, hospitality, or experience-driven environment
Premier customer-service background, such as Apple Store, Microsoft, Lululemon, Nordstrom, Disney, or Costco
Upbeat attitude and strong active listening skills
Ability to connect naturally with people
Comfort navigating internal tools and insurance platforms while multitasking
Must currently reside in Arizona, Florida, Georgia, Nevada, New York, North Carolina, Tennessee, Texas, Utah, Virginia, or Ontario, Canada
Must be legally authorized to work in the U.S.
P&C license application question is included; the company funds licensing training and exam costs

Benefits

Comp & perks

Uncapped commissions
Fully funded P&C licensing training and exam costs in the first two weeks
100% work-from-home
Computer equipment provided
Medical, dental, and vision insurance
401(k) matching
Flexible schedules: 5-day, 8-hour schedule or 4-day, 10-hour workweek
Paid time off
Paid parental leave
Wellness benefits
Equity opportunities or stock options