Remote Life Insurance Customer Service & Sales Representative

We are looking for an empathetic, driven, and articulate Life Insurance Customer Service & Sales Representative to join our US-facing team. In this dual focus role, you will deliver exceptional customer care to current policyholders while identifying opportunities to consult on, upgrade, and sell tailored life insurance solutions to prospective and existing clients.
You will work remotely from Guatemala, serving English-speaking US consumers during standard US business operating hours.
Key Responsibilities
Serve as the primary point of contact for US policyholders via inbound calls, email, and live chat.
Handle inquiries concerning policy details, coverage limits, billing questions, premium payments, and beneficiary changes.
Assist clients through retention conversations, resolving concerns and guiding them through policy conservation strategies
Consultative Needs Assessment: Conduct thorough discovery calls to analyze client financial profiles, life stages, debt obligations, and family dependency needs to recommend optimal coverage amounts and policy structures.
Field warm inbound inquiries and conduct scheduled consultations to uncover client financial protection needs.
Overcome common customer hesitations around cost, underwriting medical exams, and postponement by articulating the long-term risk mitigation and peace of mind provided by life insurance.
Qualifications
1–3+ years of experience in high-volume customer service, call center operations, or inside sales.
Prior experience working with US-based customers or within the financial services/insurance/BPO sector is strongly preferred.
Ability to multi-task, organize, and prioritize work
Comfort navigating CRM software (e.g., Salesforce, HubSpot), VoIP dialers, and cloud collaboration tools (Slack, Google Workspace, MS Teams).
Compensation & Benefits
Competitive base salary paid in US Dollars (USD)
Full Guatemalan Legal Benefits
100% Work From Home

Work arrangement
Yes