Remote Client Representative

Overview

As a Remote Client Representative, you will build lasting relationships with clients and offer personalized solutions to meet their unique financial goals. Working virtually via Zoom, you will provide valuable information and customer service to policyholders, ensuring their needs are met and their policies are up to date.

In Short

• Conduct Remote Client Consultations: Meet with clients virtually to assess their needs, explain policy features, coverage options, and premium costs.
• Provide Ongoing Customer Service: Answer inquiries, assist with policy changes, and support clients with claims processing.
• Foster Long-Term Relationships: Build trust and stay in touch with clients to ensure their policies remain aligned with their evolving needs.
• Uphold Compliance & Documentation: Maintain accurate records of client interactions and ensure adherence to industry regulations.

Requirements

• Excellent communication skills for clear, effective interactions.
• Basic computer knowledge to manage virtual consultations and documentation.
• Strong work ethic with a passion for helping others.
• Outgoing, fun, and energetic personality to build lasting client relationships.
• Time management skills to handle a remote workload efficiently.
• Prior leadership management experience is a plus.

Benefits

• 100% Work from Home: Enjoy the flexibility of working from home, eliminating commute time.
• Weekly Pay: Get paid weekly based on a suggested schedule for success.
• Bonuses & Structured Contracts: Unlock performance-based bonuses and rewarding contracts.
• Health Insurance Reimbursement: Take care of your health with our comprehensive reimbursement program.
• Life Insurance & Retirement Plan: Secure your future with life insurance and a robust retirement plan.
• Renewals: Continue to earn from long-term clients and build lasting wealth.
• Flexible Schedule: Balance work with personal commitments on your terms.