Customer Care Professional

Skills
Business DevelopmentConsultingFinancial ServicesInsurance PoliciesLife InsuranceMentoring
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Licensed Life & Health agent, or willing to obtain within 30 days (self-funded)
  • Strong communication skills
  • Self-motivated and coachable
  • Ability to work as a 1099 independent contractor

Nice to have

  • Motivated
  • Coachable
  • Self-motivated
  • Strong communicator

Day to day

  • Conduct virtual client consultations for prospective clients
  • Provide life insurance and financial solutions tailored to client needs
  • Work with pre-qualified leads and avoid cold calling