Work From Home - Client Services Associate

Medium; Hastings (NE); Remote; USD 40,000 - 60,000; Full time

Job summary

A leading virtual financial services firm is hiring for a role focused on connecting with clients and providing personalized financial solutions. This position offers the flexibility to work from anywhere, supported by comprehensive training and a positive team environment. The ideal candidate will engage with clients via Zoom, present insurance products, and build lasting relationships. This company boasts rapid career growth and offers attractive incentives.

Benefits

Comprehensive training

Weekly pay and bonuses

Medical reimbursement program

Incentive trips

Qualifications

• Experience in client-facing roles is beneficial but not required.
• Strong communication skills are essential.
• Willingness to engage in continuous learning and training.

Responsibilities

• Converse virtually with clients to provide personalized financial strategies.
• Schedule and conduct appointments with clients.
• Present insurance products over Zoom and complete applications.

Skills

Client communication

Financial strategy knowledge

Virtual teamwork

Job description

Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal goals. In 2020, we transitioned to 100% virtual.

Through providing personalized benefits solutions, you’ll be the architect of your client’s security tomorrow. In this role, you can expect to:

• Converse virtually with clients, weaving financial strategies that empower.
• Cultivate client bonds that stand the test of time.
• Ride the crest of industry trends, fortifying your knowledge.
• Work alongside a dynamic remote team, where collaboration is the heartbeat of success.

Company Highlights:

• Voted #24 Happiest Company to Work For
• Rated A+ Superior by A.M. Best for financial strength
• Parent company Globe Life has more policyholders than any insurance company in the world

What We Offer:

• Work virtually, from anywhere
• Comprehensive training provided
• A fun, energetic, and positive team environment
• Rapid career growth and advancement opportunities
• Weekly pay and bonuses
• Medical Reimbursement program after 90 days
• Residual Income
• Ability to qualify for all-expense-paid incentive trips around the world

Responsibilities:

• Calling and receiving calls from clients
• Scheduling appointments with clients who request our benefits
• Presenting and explaining insurance products and benefits packages over Zoom video call
• Completing applications for insurance products
• Attending ongoing, optional training sessions

All interviews will be conducted via Zoom video conferencing