[Remote] Entry Level - Client Relations (Work From Home)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an independent financial services organization that partners with top-rated insurance carriers to help families protect their future. They are seeking a CRM Specialist to work reputed company with clients, providing information on life insurance and financial protection options while building professional relationships.
Responsibilities
- Meet with clients reputed company (warm leads only)
- reputed company families on life insurance and financial protection options
- Customize coverage solutions based on client needs and budget
- Assist with the application process
- Build professional client relationships
- Follow company and regulatory guidelines
Skills
- Dependable
- Organized
- Motivated to grow in a professional services environment
Benefits
- Full training and licensing support are provided
- Win Incentive Trips with Carriers
Company Overview