Customer Success Specialist
Skills
Business DevelopmentEntrepreneurshipFinancial ServicesInsurance SalesLeadershipLeadership DevelopmentLife Insurance
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Experience in sales customer service or a related field is helpful but not required
- Comfortable using technology and virtual communication platforms
- Strong communication and organizational skills
- Self-motivated coachable and driven to achieve goals
- Professional and confident presence on Zoom and phone calls
- Client-focused with a solution-oriented mindset
- Ability to pass a background check
- Reliable phone computer and internet connection
- Active Life & Health Insurance License or willingness to obtain one within 7–10 days
- Schedule flexibility to meet client availability including some evenings or weekends
Nice to have
- Professional presence
- Self-motivated
- Coachable
- Client-focused
- Solution-oriented
- Organized
- Confident
Day to day
- Connect with qualified prospects who have requested information and guide them through suitable options.
- Conduct virtual consultations by Zoom or phone while delivering a professional and empathetic client experience.
- Maintain consistent communication with clients and internal teams and help families identify protection and financial solutions aligned with their goals.