Remote Client Specialist
Skills
Active ListeningCustomer Relationship ManagementCustomer ServiceDirect SalesInside SalesLead GenerationLife Insurance
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Open to learning a new career
- Clear communication and follow-through
- Quiet home workspace and reliable internet
- U.S. resident only
- Comfortable working with life insurance products
Nice to have
- Coachable
- Self-motivated
- People-focused
- Organized
Day to day
- You will follow up with recent inquiries and hold structured needs-based conversations by phone or video.
- You will help families compare options and choose what fits their needs while completing paperwork together.
- You will work remotely with ongoing training and product education, supported by a team throughout the process.
Hiring process
- Learn more