Client Services Specialist
Skills
ConsultationsCustomer ServiceFinancial ServicesGoal SettingLife InsuranceMentoringRelationship Building
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Life Insurance License or willingness to obtain within 30 days
- Self-motivated and coachable
- Goal-oriented mindset
Nice to have
- Self-motivated
- Coachable
- Goal-oriented
- Remote-ready
Day to day
- Conduct virtual client consultations with pre-qualified leads
- Provide life insurance and financial solutions tailored to client needs
- Build a personal book of business through remote client interactions