American Income Life: AO · 3 hours ago

Entry Closer Position - Remote

Sunnyvale, CA

Full-time

Remote

Entry Level

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Responsibilities

Conduct Remote Client Consultations: Virtually meet with clients to understand their financial goals, assess their needs, and provide recommendations on products that can secure their financial future. You’ll explain policy features, coverage options, and premium costs to empower clients to make informed decisions

Provide Ongoing Customer Service: Support our clients by addressing inquiries, assisting with policy updates, and helping with claims processing to ensure a seamless experience

Foster Relationship Building: Build and maintain lasting relationships by following up regularly, reviewing evolving needs, and ensuring their policies continue to provide the necessary protection

Uphold Compliance and Documentation: Adhere to industry regulations and company policies by maintaining accurate records of client interactions and transactions, safeguarding client information

Qualification

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Basic computer skillsCustomer service experiencePositive personalityLeadership experience