We are seeking a motivated and professional Customer Service Representative to join our growing team. This position focuses on helping individuals, families, and business owners secure customized financial protection solutions. No prior experience is required—training assistance are provided.
Key Responsibilities
Develop and maintain relationships with clients through meetings, calls, and follow-ups.
Assess client needs and recommend appropriate insurance and financial products.
Educate clients on policies, coverage options, and long-term financial strategies.
Process applications, maintain accurate records, and ensure compliance with state regulations.
Attend training sessions, workshops, and team meetings to stay informed on product updates.
Build a personal book of business through networking, referrals, and community outreach.
Deliver exceptional customer service and ongoing policy support.
Qualifications
Strong communication and people skills.
Self-motivated, reliable, and coachable.
Ability to work independently and in a team environment.
Must be able to pass a background check.
Willingness to obtain state insurance licenses (support provided).
Benefits
Flexible schedule
Performance-based compensation
Training & licensing support
Growth opportunities within the financial services industry
Schedule
Evenings and weekends available
Remote/office hybrid options
Great for individuals seeking additional income or a career change to give you a text with you name
240 600 4105