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Client Services Specialist

Skills
ConsultationsCustomer ServiceFinancial ServicesGoal SettingLife InsuranceMentoringRelationship Building
Role

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