Ondrick Agency · 1 week ago
Client Manager - We Train - Work from Home
Ondrick Agency is seeking a Client Manager/Sales Specialist to help clients protect what matters most while building a rewarding career in life insurance. The role involves engaging with clients, conducting virtual consultations, achieving sales targets, and offering tailored financial solutions.
Responsibilities
Client Engagement: Build strong relationships with clients, providing expert guidance and exceptional service
Virtual Consultations: Conduct engaging, professional online presentations that highlight our financial products' benefits
Sales Excellence: Achieve and surpass individual sales targets while contributing to team success
Tailored Solutions: Offer customized financial products, including Indexed Universal Life (IUL) policies, annuities, and life insurance, based on clients' unique needs
Warm Leads Available: Work with pre-qualified leads who have already expressed interest in our solutions, no cold calling required!
Detailed Documentation: Accurately track sales activities and maintain organized client records
Qualification
Required
Great with people and ready to build long-term relationships
Organized and dependable
Enjoy connecting with others
Exceptional communicator
Self-starter
Independent, disciplined, and committed to achieving personal and professional goals
Optimistic achiever
Willingness to learn and put in hard work
Benefits
Ongoing Support
Health & Life Benefits
Company
Ondrick Agency
I Help Ambitious Sales People Create Permanent Passive Income by Working Hand In Hand with Professionals so they can Double Their Annual Revenue
Funding
Current Stage
Growth StageCompany data provided by crunchbase