Remote Family Benefits Planner
New
Listing location: Fort Collins, Colorado; Employment type: Remote; Workplace type: RemoteFull-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 appearing on camera.
Responsibilities
- Assess clients’ needs.
- Teach clients about available options.
- Maintain the relationship after the first meeting.
- Take notes and manage administrative records.
- Schedule and manage appointments.
- Maintain CRM hygiene.
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