Remote Insurance Sales Consultant
Budget: $250 – $750 USD
I’m building a results-driven, fully remote sales unit for Tata AIA and need a consultant who can translate warm and cold insurance leads into closed policies and enduring client relationships.
What you’ll tackle
• Drive a clear “Increase sales” mandate by taking ownership of a rolling pipeline and hitting conversion targets.
• Rely heavily on email marketing as your primary outreach channel—craft sequences, A/B test subject lines, and follow up until the deal is signed.
• Guide prospects through insurance-led financial planning so their personal goals align with the right Tata AIA products.
• Keep every touchpoint and policy detail pristine inside Salesforce; custom reports and dashboard updates are part of the rhythm.
• Nurture long-term trust post-sale, scheduling reviews and upsell conversations to maximize lifetime value.
Success markers
• Consistent pipeline visibility in Salesforce with up-to-date deal stages.
• Measurable lift in monthly closed-won premium.
• Email sequences that outperform baseline open- and click-through rates.
• Positive client feedback confirming clarity of financial guidance.
This role is 100 % remote and compensation is commission-focused, so high performers will see direct rewards. If you thrive on autonomy, transparency, and measurable targets, let’s talk.
What you’ll tackle
• Drive a clear “Increase sales” mandate by taking ownership of a rolling pipeline and hitting conversion targets.
• Rely heavily on email marketing as your primary outreach channel—craft sequences, A/B test subject lines, and follow up until the deal is signed.
• Guide prospects through insurance-led financial planning so their personal goals align with the right Tata AIA products.
• Keep every touchpoint and policy detail pristine inside Salesforce; custom reports and dashboard updates are part of the rhythm.
• Nurture long-term trust post-sale, scheduling reviews and upsell conversations to maximize lifetime value.
Success markers
• Consistent pipeline visibility in Salesforce with up-to-date deal stages.
• Measurable lift in monthly closed-won premium.
• Email sequences that outperform baseline open- and click-through rates.
• Positive client feedback confirming clarity of financial guidance.
This role is 100 % remote and compensation is commission-focused, so high performers will see direct rewards. If you thrive on autonomy, transparency, and measurable targets, let’s talk.