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Customer Service Specialist

Skills
TeachingCustomer ServiceFinancial ServicesGroup WorkMarketing OperationsNursingPharmaceutical Sales
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Proven leadership or management background in business development
  • Strong work ethic and focus on financial goals
  • High integrity and professional ethics
  • Life and Health Insurance License preferred
  • Excellent communication and presentation skills

Nice to have

  • Leadership mindset
  • Strong work ethic
  • High integrity
  • Professional demeanor
  • Self-motivated

Day to day

  • Help clients protect their legacy and future through mortgage protection and life insurance
  • Follow up on client requests and meet families virtually using a modern lead generation system
  • Learn and apply proven sales systems while providing clear guidance and professional support to clients

Hiring process

  • Apply online
  • Submit resume
  • Complete onboarding
  • Attend training