Financial Protection Representative
New
A
AO CentralFinancial services
Anoka, MinnesotaFull-Time
Salary not disclosed
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Job Details
- Required Skills
- CRM
Requirements
- Be coachable.
- Be dependable.
- Be people-focused.
- Be comfortable on camera.
Responsibilities
- Meet virtually with families.
- Explain benefits in plain language.
- Follow up with clients and remain available as a resource.
- Record notes and manage scheduling.
- Use the CRM for administrative tasks.
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