[Remote] Customer Service Specialist | Remote

Note: The job is a remote job and is open to candidates in USA. Sphinx Life Solutions is an independent insurance agency representing life insurance and financial products from multiple carriers. The Customer Service Specialist will remotely meet with individuals and families seeking insurance information, explain coverage options, recommend solutions, and build client relationships while developing a book of business.

Responsibilities

• Meet with individuals and families who have requested information about insurance coverage
• Help clients understand their options, recommend coverage based on their individual needs, and build meaningful relationships as you develop your book of business
• Help clients protect their families, futures, and legacies through solutions including Mortgage Protection, Term and Whole Life Insurance, Final Expense products, Retirement planning, and Advanced Market products including Indexed Universal Life Products (IUL’s) as well as Annuities

Skills

• We're looking for motivated, team oriented individuals who want more than simply another job
• We're looking for people who are willing to treat this opportunity like a business, invest in their own growth, and take ownership of what they are building
• Integrity: This is a big one for us. We believe in doing the right thing for our clients and for each other — even when it isn't the easiest thing to do. We're looking for people who share those values and hold themselves to a high standard of honesty, professionalism, and ethics
• Business mindset: You understand that you are building your own business, not simply filling a position. You are willing to invest time, effort, and resources into building something that can grow over time
• Strong work ethic: You understand that success is built through consistency, effort, and personal accountability — and that your results are directly connected to the work you put in
• Coachable and eager to learn: You're humble, open to feedback, and willing to learn and follow proven systems
• Entrepreneurial mindset: You are a self starter and problem solver, who is motivated by the opportunity to build something of your own and potentially create a long term business and legacy
• Strong communication and relationship building skills
• Comfortable working independently, managing your time, and holding yourself accountable
• A Life & Health Insurance License is required before working with clients
• Must be able to qualify to obtain a US Resident State Life & Health Insurance license (clear background check—no felonies or recent bankruptcies)
• Applicant must be a US Citizen with a US address for licensing and insurance carrier requirements

Benefits

• Access to a lead system designed to connect agents with individuals and families who have expressed interest in coverage (no cold calling)
• A structured onboarding program to help you get started
• Ongoing training, coaching, and one-on-one mentorship from our leadership team and experienced agents
• Access to a broad portfolio of products from 30+ highly rated insurance carriers
• Remote flexibility and the ability to build your schedule around your goals
• The opportunity to become licensed in and serve clients across multiple states as you grow your business
• Opportunities for leadership development and a path to Full Agency Ownership
• A supportive, growth-oriented team culture that values people, integrity, and work-life balance
• The opportunity to build a business while doing meaningful work that helps protect families
• Guidance through the entire licensing process if not yet licensed
• No recruitment fees, no required product purchases, and no mandatory personal sales quotas

Company Overview