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[Remote] Customer Service Specialist | Remote

Remote · Portugal Full-time

Note: The job is a remote job and is open to candidates in USA. Sphinx Life Solutions is an independent life insurance agency seeking a Customer Service Specialist to meet remotely with people and families seeking life insurance information. The role involves explaining coverage options, recommending products suited to clients’ needs, and developing client relationships and a book of business.

Responsibilities

  • Working remotely from anywhere using your phone and computer, you'll meet with individuals and families who have requested information about life insurance coverage
  • You'll help clients understand their options, recommend coverage based on their individual needs, and build meaningful relationships as you develop your book of business
  • You will help clients protect their family, their future and their Legacy through Mortgage Protection, Term & Whole Life Insurance, Final Expense products, Retirement planning, and Advanced Market products including Indexed Universal Life Products (IUL’s) as well as Annuities

Skills

  • 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
  • Self-Starters & Solution Seekers: We're looking for people who are motivated, resourceful, and driven to succeed. People who take initiative, look for solutions, and are willing to put in the work to build something meaningful
  • Humble & Coachable: You don't need to know everything coming in. We value people who are eager to learn, open to feedback, willing to be coached, and always looking for ways to grow and improve
  • 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
  • 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
  • Access to a computer, personal phone, reliable internet, and a quiet workspace for meeting with clients remotely
  • 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 1:1 mentorship from us and our team of successful agents
  • Uncapped commissions + performance bonuses
  • Remote flexibility and the ability to build your schedule around your goals
  • No Territory Limits. You can work as many states as you wish virtually.
  • 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 and embraces new members like family.

Company Overview

  • Sphinx Life Solutions is an Insurance Brokerage and Financial Services Firm that believes in helping you protect what matters most– your family, your business, and your future. It was founded in 2022, and is headquartered in Gilbert, Arizona, US, with a workforce of 11-50 employees. Its website is https://www.sphinxlifesolutions.com.
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