Client Relationship Specialist
Skills
Financial ManagementAccount ManagementClient DevelopmentCustomer Relationship ManagementCustomer ServiceLeadershipProfessional Services
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Enjoy working with people and building trust-based relationships
- Dependable and organized
- Motivated to grow in a professional services environment
- Able to guide clients through financial protection decisions
- Comfortable working with a supportive remote team
- Willing to participate in professional development and skill-building
Nice to have
- Flexible
- Professional
- People-focused
- Trustworthy
- Self-motivated
- Coachable
Day to day
- Connect with individuals and families who have requested information about life insurance coverage and respond with professionalism and care.
- Help clients understand their options and select coverage that fits their needs while building trust-based relationships.
- Maintain ongoing client relationships through consistent follow-up service and participate in structured training and development sessions.
Hiring process
- Apply through LinkedIn
- Message us directly to receive an interview link
- Learn more about the role