Client Engagement Representative

New
G
Global Elite Empire ConsultantsFinancial services
East Honolulu, HawaiiFull-Time
Salary not disclosed
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Job Details

Requirements

  • Be a self-starter.
  • Enjoy helping families.
  • Be willing to be coached and take feedback.
  • Be able to work in a performance environment.
  • Be comfortable having conversations with prospective clients.

Responsibilities

  • Speak with people who asked for information.
  • Map client needs to available protection options.
  • Run an enrollment flow.
  • Build a client list.
  • Service a client list.
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