Financial Services

Skills
AccidentClient RelationsComputer LiteracyCredit UnionsCustomer Relationship ManagementFinanceFinancial Services
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Excellent communication skills
  • Basic computer knowledge
  • Strong work ethics
  • Outgoing fun and energetic personality
  • Time management skills
  • Pass a criminal background check

Nice to have

  • Outgoing
  • Energetic
  • Upbeat personality
  • Fun

Day to day

  • Provide supplemental insurance coverage to labor unions credit unions and associations
  • Develop long-term relationships with clients in a personable and supportive way
  • Meet clients where they are most comfortable including their homes
  • Represent life accident and supplemental health products with professionalism