Client Success Representative

"The Monteith Group"

About the Company

The Monteith Group is a growing insurance organization expanding into new markets nationwide. We focus on client-centered solutions, professional development, and a collaborative team environment.

Position Overview

We are seeking an experienced Sales Representative with an interest in sales leadership and team development. This role involves working with qualified clients in a business-to-consumer (B2C) sales environment, primarily through virtual and phone-based meetings. Individuals with prior sales or sales management experience are encouraged to apply.

This is a remote, Performance Based position with structured training, ongoing coaching, and opportunities for leadership growth.

Key Responsibilities

• Engage with qualified prospective clients to present insurance solutions
• Conduct virtual and phone-based sales meetings
• Learn and follow a structured, proven sales process
• Participate in ongoing training and coaching sessions
• Support team growth through mentorship and leadership development (as applicable)
• Attend required virtual meetings and occasional in-person training events

Qualifications

(All qualifications are job-related and inclusive.)

• Prior sales experience required; B2C sales experience preferred
• Interest in leadership, mentorship, or sales management
• Ability to follow established processes and accept coaching
• Reliable, self-directed work habits
• Active Life and/or Health insurance producer license or willingness to obtain one (step-by-step direction provided)
• Comfort using Zoom, phone systems, and CRM tools

Compensation & Benefits

• Compensation Type: Performance Based
• Income Potential: Earnings vary based on performance, sales activity, and market conditions; no guaranteed income is implied
• Lead generation system provided (no cold calling required)
• Structured onboarding and ongoing professional training
• Full administrative and back-office support
• Flexible scheduling options
• Opportunities for advancement into leadership and management roles
  
  (Full-time commitment for qualified candidates would be eligible for Health, Dental, and vision benefits, through the group insurance plan)

Company Recognition

The Monteith Group is partnered with a brokerage that has been recognized by national publications for growth and workplace culture, including acknowledgments from Forbes, Inc. Magazine, and Entrepreneur Magazine, as well as industry awards for excellence in insurance services.

Equal Opportunity Employer

The Monteith Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, veteran status, or any other characteristic protected by law.