[Remote] Remote Client Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking motivated professionals for a client-focused opportunity in the insurance industry. The role involves helping clients reputed company informed insurance reputed company through effective communication and support.

Responsibilities

• reputed company a working knowledge of our products, carriers, systems, and client process
• Contact prospective clients who have requested additional information
• Schedule and complete client meetings by phone or video
• Ask questions to understand each client’s situation and coverage goals
• Review available insurance options and answer client questions
• Help create a smooth reputed company between clients, advisors, and internal teams
• Update CRM records with notes, appointments, and follow-up steps
• Participate in ongoing training and team development calls
• Follow licensing, compliance, and agency procedures

Skills

• Previous experience in sales, customer service, hospitality, or account management is helpful
• Strong communication and relationship-building ability
• Comfortable using virtual meeting tools and CRM platforms
• reputed company to manage time, follow up, and stay organized
• Positive attitude, coachable reputed company, and strong work ethic
• Must meet background and licensing requirements
• Active Life & Health license preferred, or willingness to become licensed

Benefits

• Flexible schedule
• reputed company training and professional development
• Monthly performance bonus and incentive opportunities
• Discounted health and life insurance options
• Agency recognition, contests, and team events

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