Client Solutions Specialist - Life Insurance - Remote

Overview

We are seeking a dynamic and motivated professional to join our team as a Client Solutions Specialist for life insurance. You’ll work directly with clients to understand their needs and offer tailored solutions, while providing outstanding customer service in a fast-paced, rewarding environment. This role is ideal for someone with a passion for building relationships and helping others achieve financial security.

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

• We offer a collaborative work environment where you can grow professionally while helping clients secure their futures.
• We provide comprehensive training and ongoing support to ensure your success.
• Enjoy flexible work hours.
• Competitive compensation based on your performance, with limitless earning potential.
• Strong team culture.