Customer Success Representative

"The Monteith Group"Experienced Sales Representative / Sales Manager (Remote) About the CompanyThe 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 OverviewWe 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 ResponsibilitiesEngage with qualified prospective clients to present insurance solutionsConduct virtual and phone-based sales meetingsLearn and follow a structured, proven sales processParticipate in ongoing training and coaching sessionsSupport 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 preferredInterest in leadership, mentorship, or sales managementAbility to follow established processes and accept coachingReliable, self-directed work habitsActive 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 & BenefitsCompensation Type: Performance BasedIncome Potential: Earnings vary based on performance, sales activity, and market conditions; no guaranteed income is impliedLead generation system provided (no cold calling required)Structured onboarding and ongoing professional trainingFull administrative and back-office supportFlexible scheduling optionsOpportunities for advancement into leadership and management roles Company RecognitionThe 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

EmployerThe 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.