Client Benefits Representative

New
Work virtually, from anywherePart-Time
Salary1,000 - 2,000 USD per month
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Job Details

Requirements

  • Ability to work 20 hours per week
  • Willingness to learn new skills in the financial services industry
  • Comfortable using virtual communication tools
  • Ability to attend interviews via Zoom video conferencing
  • Strong interpersonal skills for client relationship building
  • Ability to work effectively in a remote team environment

Responsibilities

  • Converse virtually with clients to present financial strategies
  • Cultivate and maintain long-term client relationships
  • Stay informed on industry trends
  • Call and receive calls from clients
  • Schedule appointments for benefits consultations
  • Present and explain insurance products and benefits packages virtually
  • Complete insurance product applications
  • Attend ongoing optional training sessions
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1,000 - 2,000 USD per month
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