Customer Service Representative

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

Job summary

A growing financial services firm seeks a Customer Service Representative to join their remote team. In this role, you will manage client accounts, provide exceptional service, and offer insurance solutions. The position requires strong interpersonal skills and self-motivation. No prior experience is needed as training is provided. This entry-level role offers flexible hours and opportunities for growth, making it perfect for individuals passionate about helping clients secure their financial future through tailored insurance options.

Benefits

Flexible hours

Commission-based compensation

Training provided

Work from home environment

Qualifications

• No prior experience required; training will be provided.
• Self-motivated and driven to succeed.
• Commitment to maintaining transparency and integrity.

Responsibilities

• Manage client accounts to ensure adequate insurance coverage.
• Build and maintain strong client relationships.
• Provide excellent customer support to answer inquiries.

Skills

Excellent communication and interpersonal skills

Self-motivated

Ability to work independently

Education

Life Insurance License (must obtain)

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.