Client service associate

Job Description

JOB DETAILS

REQUIREMENTS

• Strong communication and interpersonal skills
• Comfortable speaking with people in person, over the phone, and via digital platforms
• Self-motivated with a willingness to learn
• Professional attitude and coachable mindset
• Ability to work independently and as part of a team

RESPONSIBILITIES

• Communicate with prospective clients to assess general financial needs
• Educate clients on insurance and financial service options in a clear, professional manner
• Maintain consistent follow-up with clients and prospects
• Participate in training sessions and professional development programs
• Collaborate with team members to support client service operations
• Assist with scheduling appointments and managing client communications

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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