Client Services Sales Representative

Job Summary

UniTrust Financial Group is hiring a Client Services Sales Representative to work remotely from Ontario, San Bernardino County, US. This full‑time, flexible‑hour role offers a salary of $49,667 per year.

Key Responsibilities

• Engage prospective clients through phone, email, and virtual meetings to promote InsuraTec Services Group’s financial and insurance solutions.
• Maintain a robust pipeline, qualify leads, and convert opportunities into closed sales.
• Provide personalized service and ongoing support to existing clients, ensuring high satisfaction and retention.
• Collaborate with underwriting, claims, and compliance teams to deliver accurate product information.
• Track sales activity and performance metrics in the company CRM system.
• Stay up‑to‑date on industry trends, product changes, and regulatory requirements.

Required Qualifications

• High school diploma or equivalent; associate or bachelor’s degree in business, finance, or related field preferred.
• 2+ years of experience in sales, client services, or insurance brokerage.
• Excellent communication, negotiation, and relationship‑building skills.
• Self‑motivated with a proven ability to work independently in a remote environment.
• Proficiency with CRM platforms, Microsoft Office, and video‑conferencing tools.
• Valid US work authorization.

What We Offer

• Competitive annual salary of $49,667.
• Flexible, remote work schedule – full‑time only.
• Comprehensive benefits package including health, dental, and vision.
• Ongoing training and professional development.
• Supportive, inclusive company culture focused on integrity and client success.

Frequently Asked Questions

Is this position fully remote?

Yes, the Client Services Sales Representative works from home with flexible full‑time hours.

What is the annual salary for this role?

The position offers a fixed annual salary of $49,667.

What experience is required?

At least two years in sales, client services, or insurance, plus strong communication and remote‑work skills.