Remote Family Benefits Planner

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AO Garcia AgencyBenefits consulting
Flint, MichiganFull-Time
Salary not disclosed
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Job Details

Required Skills
CRM

Requirements

  • Be driven, trainable, and dependable.
  • Be comfortable competing.
  • Be comfortable appearing on camera.

Responsibilities

  • Assess client needs.
  • Teach clients about available options.
  • Stay in the relationship with clients after the first meeting.
  • Maintain notes.
  • Manage appointments.
  • Keep CRM records current.
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