Remote Client Services Rep: Life Insurance Options

Integrityfex; Dallas (TX); Remote; USD 25,000 - 39,000; Full time

Job summary

Integrity FEX is expanding its Client Services team and seeks motivated individuals for a remote role helping families explore life insurance options that align with their financial goals. Comprehensive training and ongoing coaching are provided to support a long-term career in financial services.

As a Client Services Representative, you will connect with prospective clients, answer coverage questions, help guide the application process, and deliver professional service before and after

Qualifications

• Customer service experience is helpful but not required.
• Excellent communication skills.
• Comfortable using technology.
• Self-motivated and organized.
• Ability to obtain a Life & Health Insurance License.

Responsibilities

• Connect with prospective clients.
• Answer questions regarding available coverage options.
• Assist clients through the application process.
• Deliver professional customer service before and after enrollment.
• Continue learning through ongoing coaching.

Skills

Communication

Tech-savvy

Self-motivated

Organized

Customer service

Licensing readiness

Education

Life & Health Insurance License

Job description

Integrity FEX is expanding its Client Services team and seeks motivated individuals for a remote role helping families explore life insurance options that align with their financial goals. Comprehensive training and ongoing coaching are provided to support a long-term career in financial services.

As a Client Services Representative, you will connect with prospective clients, answer coverage questions, help guide the application process, and deliver professional service before and after