Customer Support Specialist

Skills
CoachingEasily AdaptableFinanceLeadershipLife InsuranceMentoringSales
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Excellent communication and relationship-building skills
  • Self-disciplined with strong organizational habits
  • Open to coaching and continuous learning
  • Able to work independently in a remote setting
  • Goal-oriented with a desire for personal and professional growth

Nice to have

  • Adaptable
  • Goal-oriented
  • Self-disciplined
  • Coachable
  • Independent

Day to day

  • Conduct virtual meetings with prospective clients to understand their needs and explain life insurance options
  • Provide clear education and guidance so individuals can make informed decisions about their financial future
  • Build lasting client relationships through responsive follow-up exceptional customer service and ongoing communication
  • Participate in coaching training and team development activities to strengthen performance and professional growth