
Respond to inbound leads and qualify prospects
Run virtual sales calls and product walkthroughs
Build real connections with potential clients
Present our platform in a clear, compelling way
Follow up with leads using our own CRM
Track your pipeline and performance
Collaborate with our Customer Success team
Stay sharp on our features and industry trends
Communicate clearly and confidently
Have experience in sales (especially SaaS or insurance/real estate)
Love helping people succeed
Are great on Zoom and can run solid demos
Are motivated, goal-driven, and a self-starter
Know the pain points of insurance agents
Embrace continuous learning
Are tech-savvy and eager to grow
Use manipulation and unethical behaviour to drive sales
Are a total jerk and can't treat people with dignity and respect
Get frustrated repeating answers to common questions
Can't take feedback and continue to grow in a team environment
Want all your leads offered up to you on a silver platter
Though we work remotely you’ll never feel like you’re alone. Regular check-ins, strong team collaboration, and a positive, encouraging environment keep us aligned and moving forward together.
We’re expanding fast and we want you growing right alongside us. That means clear paths to take on more responsibility, build new skills, and step into bigger roles as the company scales.
We’re building something big, and every role here matters. If you’re hungry for growth, eager to learn, and want to be part of a team that’s building for the long haul, this is where you’ll thrive.
We don’t just hand you tasks — we invest in your development. From hands-on training to mentorship and access to resources, we’ll equip you to sharpen your professional skills and perform at your best.

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Agent CRM is an AI-Powered customer relationship manager built by Alex Branning and his team to help insurance agents with their marketing campaigns.
It has been embraced by agents around the country and is now the fastest-growing sales and marketing platform for insurance agents!