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Regional Sales Executive - Remote
Regional Sales Executive - RemoteSpade Recruiting • San Diego, CA, US
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Regional Sales Executive - Remote

Regional Sales Executive - Remote

Spade Recruiting • San Diego, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [filters.remote]
[job_card.job_description]

Support Policyholder Benefits

Build a meaningful career from home helping families understand and manage their life and supplemental insurance benefits. We're hiring detail-oriented, people-focused professionals to join our fully remote support team.

What You'll Do

  • Support policyholders virtually : Answer questions about coverage, premiums, claims, and policy features.
  • Handle service updates : Process beneficiary changes, address updates, payment methods, and other routine requests in our CRM.
  • Coordinate appointments : Schedule Zoom consultations and follow-ups with licensed agents; confirm attendance and send reminders.
  • Document accurately : Maintain clear, up-to-date digital records and case notes; follow compliance and privacy standards.
  • Communicate with care : Engage clients by phone, email, and Zoom with empathy, clarity, and professionalism.

What You Bring

  • Excellent communicator with strong listening and problem-solving skills.
  • Tech-comfortable : Able to navigate CRMs, email, calendars, and video platforms.
  • Reliable & organized : Strong attention to detail and time management in a remote setting.
  • Team-minded self-starter who thrives in a fast-paced, client-focused environment.
  • Experience in customer service, insurance, or admin support is a plus (not required).

    • What We Offer

  • 100% Remote : Work from anywhere with a reliable internet connection.
  • Paid training & mentorship : We'll equip you with the tools and playbooks to succeed.
  • Clear advancement path : Opportunities to grow into senior and leadership roles.
  • Supportive culture : Collaborative team, responsive leadership, and ongoing development.
  • Warm leads only : No cold calling or door-to-door work.

    • About the Role

    You'll be a trusted first point of contact for members seeking guidance on their benefits. If you're motivated by service, accuracy, and helping people make confident decisions, this role offers real impact plus room to grow.

    Ready to apply? Submit your resume and a brief note on why you're a great fit.

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