Insurance Client Success Manager
Job description
EXCITING NEWS.. PFS is now seeking hardworking individuals who are ready to put in the work to achieve their financial freedom and be a part of a bigger purpose. If helping people is something you feel passionate about then this is the perfect place for you!
You will be responsible for marketing our services, assessing client financial needs, educating them on our services and recommending appropriate insurance & financial products to help them achieve their intended goals.
NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON.
This position can be fully remote. Great for the stay-at-home career seeker.
All required pre-licensing courses, materials, application fees, exam fees & required state licenses are covered by the company. Must be able to pass state & federal background check.
The desired candidate would possess the following skills:
- Excellent customer service skills
- Entrepreneurial Mindset
- Strong leadership and decision-making skills
- Ability to develop, manage and drive growth
- Access to Internet or Wi-Fi connection
Responsibilities:
- Accessing clients needs to fit them with the appropriate product or service to help them achieve their financial goals
- Educating clients on how our products and services work
- Problem solving with each client so their experience is personalized
- Taking calls and setting appointments
- Helping clients and team with paperwork
- Marketing our products and services
Requirements:
- Must be 18+ (This is a FEDERAL requirement)
- Must pass a background check (No Felonies)
- Self-Disciplined, Self-Accountability
- Trustworthy & Honest
- U.S. Resident
What we provide:
- Training Bonus program
- State and Federal Licenses
- Part-time or Full-time Flex options
- No Quotas or Caps on Commissions
- Stock opportunities
- Residual Income Opportunities - 11 income streams
- Company paid vacations