Customer Service Representative

Business Development; Remote; CAD 30,000 - 60,000; Full time

Job summary

A financial services firm based in Canada is looking for a dedicated Customer Service Representative for a remote position. This full-time role involves managing client accounts, building relationships, and providing excellent customer support. No prior experience is required as training will be provided, but a Life Insurance License needs to be obtained. This entry-level position offers flexible hours and opportunities for career growth while ensuring clients receive the best insurance solutions.

Benefits

Flexible hours

Work from home

Training provided

Qualifications

• No prior experience required; training will be provided.
• Must obtain a Life Insurance License.
• Self-motivated and driven to succeed.
• Ability to work independently and remotely.

Responsibilities

• Manage client accounts for appropriate insurance coverage.
• Build and maintain strong client relationships.
• Proactively engage with clients for satisfaction.
• Provide excellent customer support.
• Offer insurance solutions to clients.
• Assist clients in financial planning through insurance products.

Skills

Excellent communication

Interpersonal skills

Self-motivated

Education

Life Insurance License

Job description

Career Opportunities with UniTrust Financial Group

A great place to work.

Careers At UniTrust Financial Group

Current job opportunities are posted here as they become available.

Customer Service Representative - Remote

Location: Remote (Work From Home)

Job Type: Full Time Only

Are you a motivated and self-driven individual looking to kickstart your career in the financial services industry? Do you have a passion for helping clients find the insurance coverage they need while providing exceptional customer service? InsuraTec Services Group is seeking dedicated individuals like you to join our remote customer service team!

Key Responsibilities

• Account Management: Manage client accounts, ensuring they have the right insurance coverage for their needs.
• Client Management: Build and maintain strong client relationships to understand their insurance requirements.
• Client Retention: Proactively engage with clients to ensure their satisfaction and address any concerns.
• Client Support: Provide excellent customer support, answering inquiries and resolving issues promptly.
• Insurance Sales: Offer insurance solutions to clients, promoting the benefits of our coverage options.
• Financial Planning: Assist clients in planning their financial security through insurance products.
• Sales Strategy: Implement effective sales strategies to meet and exceed sales targets.

Qualifications

• No prior experience required; training will be provided.
• Must obtain a Life Insurance License.
• Self-motivated and driven to succeed.
• Excellent communication and interpersonal skills.
• Ability to work independently and remotely.
• Commitment to maintaining transparency and integrity in all interactions.
• Commission-based compensation.
• Flexible hours and schedule for a healthy work-life balance.
• Marketing support and leads-driven approach.
• No cold calling or door-to-door sales.
• Remote work opportunity with a virtual office environment.
• Entry-level position with room for growth and advancement.
• Opportunities for financial planning and underwriting queries.

If you are ready to embark on an exciting career journey, providing valuable insurance solutions and excellent customer service while enjoying the flexibility of remote work, we encourage you to apply today.

At InsuraTec Services Group, we value diversity, integrity, and relentless dedication to our clients. Join us in making a positive impact on individuals and families by securing their financial future through our comprehensive insurance options.

InsuraTec Services Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, national origin, or protected veteran status, and will not be discriminated against on the basis of disability.