Work From Home - Client Services Associate

Medium; Rexburg (ID); Remote; USD 10,000 - 60,000; Full time

Job summary

A leading virtual insurance company is looking for motivated individuals to engage with clients remotely and develop personalized financial strategies. This role emphasizes virtual communication and relationship-building. Comprehensive training is provided, along with opportunities for rapid career advancement and financial incentives. A dynamic team environment awaits you, and all interviews are conducted via Zoom.

Benefits

Comprehensive training

Weekly pay and bonuses

Medical Reimbursement program

All-expense-paid incentive trips

Fun and positive team environment

Qualifications

• Experience in the insurance or financial sector is desirable but not required.
• Willingness to participate in ongoing training.
• Must have a proactive approach to client engagement.

Responsibilities

• Converse virtually with clients to create financial strategies.
• Cultivate long-lasting relationships with clients.
• Present insurance products over Zoom.
• Support clients through the application process.

Skills

Client relationship management

Virtual communication skills

Financial strategy knowledge

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