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Hours Full-time
Location San Diego, California

About this job

  • Conduct client appointments by phone and Zoom
  • Build and maintain client relationships
  • Educate clients on benefit and protection options
  • Identify client needs and recommend solutions
  • Follow scripts, systems, and sales processes
  • Maintain accurate CRM information
  • Attend virtual training, coaching, and team meetings
  • Strong work ethic and professional attitude
  • Self-motivated, disciplined, and goal-oriented
  • Comfortable working by phone and Zoom
  • Able to work independently in a remote environment
  • Willing to obtain required state licensing
  • Sales or customer service experience is helpful but not required
  • Bilingual candidates encouraged to apply

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Posting ID: 1102235460 Posted: 2026-09-30 Job Title: Remote Relationship Manager
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Remote Relationship Manager