People 1st · 2 days ago

Sales Leadership Role

Houston, TX

Internship

Remote

Intern

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Financial Services

Insider Connection @People 1st

Discover valuable connections within the company who might provide insights and potential referrals.
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Responsibilities

Conduct Remote Client Consultations: Meet with clients (virtually) to understand their financial goals, assess their needs, and provide information about different solutions. This involves explaining policy features, coverage options, and premium costs

Provide Customer Service: Provide ongoing customer service to policyholders by addressing client inquiries, assisting with policy changes, and helping with claims processing

Foster Relationship Building: Build long-term relationships with clients by following up periodically to review their needs, update policies, and address any changes in their circumstances

Uphold Compliance and Documentation: Adhere to industry regulations and company policies by maintaining accurate and up-to-date documentation related to client interactions and transactions

Qualification

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Computer knowledgeLeadership managementComplianceRelationship building