Tristate Financial Network ยท 6 hours ago
Customer Service Account Representative
United States
Full-time
Remote
Entry Level
Maximize your interview chancesConsultingFinancial Services
Insider Connection @Tristate Financial Network
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Responsibilities
Schedule an appointment with the people that have contacted us, No Cold Calling
Determine which program best fits their needs and budget
Help the client complete enrollment application
Ask for referrals and help with other needs for the client
Follow up with the clients
Life and Health Insurance license (we will help you through this process)
Qualification
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Required
Life and Health Insurance license (we will help you through this process)
Benefits
Bonuses and awards
All Expense paid trips
Mentors provided
Leadership and personal development opportunities
Company
Tristate Financial Network
Tristate Financial Network is an insurance agency that provides life insurance, mortgage protection, medicare, and living benefits.
Founded in 1999
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Mike Lewantowicz
President/CEO/Owner
Kyle Glass
Partner Agency Owner
Company data provided by crunchbase
