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Client Services Associate jobs in United States
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Integrity · 1 day ago

Client Services Associate

Integrity Marketing Group is a leader in the financial and insurance industry, seeking talented individuals to join their team as Remote/Hybrid Client Services Financial Professionals. The role involves engaging with clients, providing support, and delivering exceptional customer experiences.
AdvertisingProperty & Casualty InsuranceMarketingDigital MarketingInsurance

Responsibilities

Engage with clients to answer questions and provide support
Schedule and conduct client appointments
Educate clients on financial literacy and life insurance concepts
Build and maintain relationships with new customers using virtual mediums such as video conferencing, telephone, email, and other electronic means
Ensure clients receive exceptional service

Qualification

Communication skillsCustomer service experienceFinancial literacyTeam playerSelf-motivated

Required

Self-driven with a passion for career development
Strong desire to succeed in a goal-oriented environment
Excellent communication skills, especially in virtual settings
Ability to effectively present information and respond to inquiries from clients, managers, and colleagues
Collaborative and constructive team player
Clean Background
Must be 18 years of age and older
Must have the ability to get licensed

Benefits

Flexible work schedule (, hybrid, full or part-time options).
A supportive and diverse work culture with fun, open-minded colleagues.
High performance and commission-based compensation with no cap on earnings.

Company

Integrity

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Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.

Funding

Current Stage
Late Stage
Total Funding
$2.15B
Key Investors
Silver LakeAntares Capital,Blue Owl Capital Corporation,Crescent Capital
2021-12-09Private Equity· $1.2B
2019-09-16Debt Financing· $945M
2019-08-28Private Equity

Leadership Team

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Bryan Adams
Co-Founder & CEO
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Linda Zukauckas
Chief Financial Officer
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Company data provided by crunchbase