Work From Home - Client Services Associate

Medium; Oakland (CA); Remote; USD 45,000 - 60,000; Full time

Job summary

A leading benefits solutions provider is seeking candidates for a virtual role focused on developing client relationships and presenting financial solutions. The ideal candidate should possess strong communication skills and the ability to engage with clients effectively. This position offers comprehensive training and opportunities for rapid career growth in a dynamic remote team environment.

Benefits

Weekly pay and bonuses

Comprehensive training

Medical reimbursement program

Incentive trips

Qualifications

• Experience in client communication and virtual meetings is preferred.
• Ability to present and explain financial products clearly.

Responsibilities

• Call and receive calls from clients.
• Schedule appointments with clients.
• Present and explain insurance products over Zoom.
• Complete applications for insurance products.

Skills

Virtual communication skills

Client relationship building

Adaptability to industry trends

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