Part-Time Financial Protection Representative
New
A
AO Garcia AgencyFinancial protection
RemotePart-Time
Salary not disclosed
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Job Details
- Required Skills
- CRM
Requirements
- Be driven.
- Be trainable.
- Be dependable.
- Be comfortable competing.
- Be comfortable on camera.
Responsibilities
- Assess client needs.
- Teach clients about available options.
- Maintain relationships after the first meeting.
- Keep notes and appointments organized.
- Maintain CRM hygiene.
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