Client Policy Coverage Planner (Remote Sales)

Ohio Society of CPAs; Vancouver (WA); Remote; USD 50,000 - 75,000; Full time

Job summary

A prominent association, Ohio Society of CPAs, seeks a Client Policy Planner to deliver exceptional financial advice and mentorship. This remote role offers flexible scheduling and the unique opportunity to learn directly from executive leaders, aimed at those eager to step into leadership positions. Join a team that prioritizes professional growth and innovative service.

Benefits

Flexible work schedule

Remote work options

Mentorship from executives

Performance-based compensation

Dynamic and innovative team environment

Qualifications

• Must possess strong communication and interpersonal skills.
• Self-motivated and driven to succeed in a virtual work environment.
• Desire to learn, grow, and develop into a leadership role.

Responsibilities

• Provide exceptional financial services to clients.
• Work remotely using virtual communication tools.
• Assist in growing the client base and upholding professionalism.

Skills

Communication

Interpersonal Skills

Self-motivation

Adaptability

Job description

Position Overview: We are seeking dedicated individuals to join our team as Client Policy Planner team. In this role, you will have the unique opportunity to work remotely, learn from the best in our company, and receive mentorship from our executive leadership team. As we continue to experience significant growth, we are looking to bring in individuals who are eager to learn, grow, and be mentored into leadership positions within our organization.

Company Overview: We believe in embracing change and offering our team members more than just a traditional 9-5 job. As a result of the changes in the last few years, we made the bold decision to transition to a completely virtual work environment, and we haven't looked back since. This transition has not only allowed us to adapt to the changing times but has also opened doors to new opportunities for growth, mentorship, and collaboration.

Key Responsibilities:

• Provide exceptional financial services to clients, focusing on protecting families and children through sound financial planning and advice.
• Work remotely, leveraging virtual communication tools to collaborate with team members and serve clients across different time zones.
• Learn from and be mentored by our executive leadership team, gaining invaluable insights and guidance to develop your leadership skills.
• Assist in the growth and expansion of our client base, contributing to the overall success and profitability of the organization.
• Uphold the highest standards of integrity and professionalism in all interactions with clients and colleagues.

Qualifications:

• Strong communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Self-motivated and driven to succeed in a virtual work environment.
• Desire to learn, grow, and develop into a leadership role within the company.
• Ability to adapt to change and thrive in a fast-paced, dynamic environment.

Benefits:

• Flexible work schedule, allowing you to work in whichever time zone works best for your schedule.
• Opportunity to work remotely and learn from the best in the company.
• Mentorship from executive leadership team members who are committed to helping you succeed.
• Competitive performance-based compensation package with opportunities for advancement and growth within the organization.
• Join a dynamic and forward-thinking team that values innovation, collaboration, and personal development.

To be considered, please submit your contact information and an updated copy of your resume for review.
* In the interest of community wellness, AO has adjusted our business operations. As such, all interviews will be conducted via Zoom video conferencing.