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A leading financial services company seeks motivated individuals for virtual client consultation roles. This position involves assessing client needs, maintaining relationships, and completing administrative tasks in a flexible work-from-home environment. Ideal candidates possess strong communication and adaptability skills, with benefits including advancement opportunities and a comprehensive package.
Employer Industry: Supplemental Insurance
Why consider this job opportunity:
- No cold calling; engage with clients through a qualified lead program at no cost
- Opportunities for conventions and incentive trips, along with production awards
- Advancement based on performance with weekly advances and bonuses
- Comprehensive benefits package including Health and Life Insurance
- Flexible work-from-home arrangement with web conference-based presentations
- Access to industry-leading tools and technology along with mentorship and complete training
What to Expect (Job Responsibilities):
- Conduct virtual consultations with clients to assess their needs and provide suitable solutions
- Cultivate lasting client relationships through regular check-ins and support
- Complete administrative tasks such as note-taking and appointment setting as needed
- Utilize provided leads to connect with potential clients effectively
- Maintain accurate records of client interactions and follow-ups
What is Required (Qualifications):
- Must possess a strong work ethic and demonstrate motivation and dependability
- Ability to adapt and be flexible in a dynamic work environment
- Excellent communication skills for virtual consultations and client interactions
- Willingness to participate in ongoing training and mentorship
- Experience in customer service or a related field is advantageous
How to Stand Out (Preferred Qualifications):
- Background in sales or client relationship management
- Previous experience in insurance or financial services
- Familiarity with virtual communication tools and technology
- Desire to work in a competitive environment and achieve performance-based rewards
- Previous roles in teamwork-oriented settings
#SupplementalInsurance #RemoteWork #CareerGrowth #ClientRelations #FlexibleSchedule
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