We are looking for representatives to develop long-term relationships with clients and meet them where they are most comfortable: their homes via Zoom Virtual Calls
- Conduct Remote Client Consultations: Meet with clients (virtually) to understand their financial goals, assess their needs, and provide information about different solutions. This involves explaining policy features, coverage options, and premium costs.
- Provide Customer Service: Provide ongoing customer service to policyholders by addressing client inquiries, assisting with policy changes, and helping with claims processing.
- Foster Relationship Building: Build long-term relationships with clients by following up periodically to review their needs, update policies, and address any changes in their circumstances.
- Uphold Compliance and Documentation: Adhere to industry regulations and company policies by maintaining accurate and up-to-date documentation related to client interactions and transactions.
- Excellent communication skills
- Basic computer knowledge
- Strong work ethic
- Outgoing, fun & energetic with an upbeat personality
- Time management skills
- Leadership management experience
- 100% Work from Home
- Paid weekly, based on a suggested schedule for success
- Bonuses structured contracts
- Health Insurance Reimbursement
- Life Insurance
- Flexible Schedule
- Retirement Plan
- Renewals
United States
