Client Acquisition - Remote

Full-Time & Part-Time AvailabilityThe Jackson Agency protects families & develops leaders. We are actively looking for hard working individuals that love people, thrive on personal growth, and enjoy a competitive yet collaborative team environment.We operate with a people-first mindset — believing integrity, service, and follow-through matter just as much as results. By blending modern technology with real human conversations, we’ve built a streamlined, client-focused experience that removes friction for both clients and professionals.Manage and service client inquiries generated through company-supported marketing and referral effortsResponsibilities:Learn and apply our established systems, workflows, and offeringsSpeak with prospective clients who have requested informationConduct virtual consultations by phone or ZoomGuide clients through their options with clarity and confidenceWork closely with leadership and team members to ensure a smooth client experienceMaintain performance standards aligned with company expectationsMaintain compliance with state and licensing guidelinesAttend ongoing virtual trainings and team meetingsBuild and maintain long-term client relationships through inbound interest and company-supported referral channelsHelp households secure solutions that fit their goals and circumstancesQualifications:Previous experience in sales, customer support, or a related field is helpful but not requiredComfortable using technology, CRM systems, and virtual meeting toolsStrong communication skills with attention to detailSelf-directed, coachable, and driven to improveProfessional, confident presence on calls and video meetingsService-oriented mindset with strong problem-solving abilityRequirements:Ability to successfully complete a background checkReliable computer, phone, and internet accessActive Life & Health Insurance License or willingness to obtain one (support provided)Availability to accommodate client schedules, including some evenings or weekendsBenefits:Remote position within a licensed financial services brokerageStructured onboarding and virtual trainingCompensation aligned with performance metrics and company standardsProfessional development and leadership growth pathwaysSupport for obtaining required state insurance licensingLicensing support provided for candidates who meet eligibility requirements