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Une entreprise de services financiers offre une opportunité pour un poste axé sur les consultations virtuelles avec les clients. Ce rôle met l'accent sur la construction de relations solides tout en fournissant des solutions financières adaptées. Les candidats doivent faire preuve de passion et de compétences en communication, avec des avantages comme des récompenses de production et un environnement de travail flexible.
Employer Industry: Insurance and Financial Services
Why consider this job opportunity:
- Opportunity for career advancement based on performance
- No cold calling; qualified lead program at no cost
- Access to industry-leading tools and technology
- Comprehensive benefits including Health Insurance and Life Insurance
- Flexible work-from-home option with virtual consultations
- Incentives such as production awards and mentorship programs
What to Expect (Job Responsibilities):
- Conduct virtual consultations with clients to assess their needs
- Provide knowledge on financial solutions tailored to clients
- Build and maintain lasting relationships through regular check-ins
- Complete administrative tasks, including note-taking and appointment setting
- Participate in conventions and incentive trips as part of the role
What is Required (Qualifications):
- Must demonstrate passion, competitiveness, and motivation
- Dependable and hardworking with adaptability and flexibility
- Strong communication skills and coachability
- Ability to work independently in a remote setting
- Previous experience in customer service or related fields is a plus
How to Stand Out (Preferred Qualifications):
- Experience in sales or financial services is advantageous
- Background in various fields such as administrative support, labor, or accounting
- Familiarity with virtual presentation tools and technologies
- Previous involvement in mentorship or training roles
- Commitment to continuous learning and professional development
#Insurance #FinancialServices #RemoteWork #CareerAdvancement #ClientRelations
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