Client Account Manager - Remote

Overview

An overview paragraph about the job

In Short

• Build and maintain strong client relationships.
• Advise clients on risk management strategies and financial protection.
• Analyze client needs and propose customized insurance solutions.
• Manage client portfolios and provide ongoing support.
• Meet sales goals and contribute to team success.
• Stay current on industry trends and product offerings.

Requirements

• Strong communication and interpersonal skills.
• Ability to analyze and assess client needs.
• Must be residing in Canada.
• Licensed (or willingness to obtain) in relevant states (if applicable).
• Previous experience in customer service, sales, or financial planning is a plus.

Benefits

• Collaborative work environment.
• Comprehensive training and ongoing support.
• Flexible work hours.
• Competitive compensation.
• Strong team culture.