Customer Success Representative
New
Fully remote... working from anywhere in the United States.Full-Time
Salary not disclosed
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Job Details
- Required Skills
- Customer serviceNegotiationOrganizational skillsTime ManagementInterpersonal skillsRelationship building
Requirements
- High school diploma or equivalent required
- Previous experience in sales or customer service is a plus but not mandatory
- Strong communication, negotiation, and interpersonal skills
- Self-motivated, results-driven mindset with a focus on achieving targets
- Excellent organizational and time management abilities
- Ability to build rapport and maintain long-term customer relationships
- Comfort working in a fully remote, independent contractor (1099) environment
- Willingness to learn and adapt through coaching and feedback
Responsibilities
- Respond to inbound client inquiries and engage with prospective customers regarding financial products including life insurance and annuities
- Deliver tailored product presentations through phone or video consultations based on individual client needs
- Build, maintain, and strengthen long-term customer relationships to ensure satisfaction and trust
- Achieve or exceed defined sales targets and performance objectives within set timelines
- Collaborate with internal teams to improve customer experience and optimize sales processes
- Maintain accurate records of client interactions and follow-ups to support ongoing engagement
- Apply structured communication and negotiation techniques to guide clients toward informed decisions
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