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A leading financial services company in Minnesota is seeking candidates for virtual consultations to assist clients with their financial well-being. Responsibilities include building client relationships, conducting assessments, and administrative tasks. We offer comprehensive benefits, remote work flexibility, and a supportive environment. Prior experience in customer service or sales is advantageous.
Employer Industry: Supplemental Insurance
Why consider this job opportunity:
- No cold calling required
- Qualified lead program with access to over 30,000 groups nationwide
- Opportunities for conventions and incentive trips
- Weekly advances and bonuses available
- Comprehensive benefits including Health and Life Insurance
- Flexibility to work from home with web conference-based presentations
What to Expect (Job Responsibilities):
- Conduct virtual consultations with clients to assess their needs
- Provide knowledgeable solutions tailored to clients' financial well-being
- Cultivate and maintain lasting relationships with clients through regular check-ins
- Complete administrative tasks such as note-taking and appointment setting
- Utilize industry-leading tools and technology for presentations
What is Required (Qualifications):
- Must possess a passion for helping others and a competitive spirit
- Dependable and adaptable with a strong work ethic
- Ability to work well in a team environment
- Flexibility and trainability in a dynamic work setting
- Previous experience in customer service or sales is advantageous
How to Stand Out (Preferred Qualifications):
- Background in sales or customer service roles
- Experience in the insurance or financial services industry
- Strong communication and interpersonal skills
- Proven track record of meeting performance goals
- Previous engagement in team-oriented environments
#SupplementalInsurance #RemoteWork #CareerOpportunity #CompetitiveCompensation #TrainingProvided
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