Client Support & Benefits Representative

Symmetry Financial Group
Houston, Texas, United States
Full Time
Remote
Junior
0+
Professional Certificate
Sales Financial Services Insurance

Posted 4 months ago

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Excellent 4.7

Job summary

This role involves identifying client needs, providing tailored insurance solutions, developing relationships, and closing sales while working remotely. Candidates should have or be willing to obtain an insurance license, possess strong communication and interpersonal skills, and be results-driven with good computer skills.

Responsibilities

Identify client needs and recommend tailored insurance solutions while developing and maintaining strong client relationships. Generate leads through networking and company resources while educating clients on policy options.

Qualifications

Client Relationship Management Communication Skills CRM Software Insurance Licensing Interpersonal Skills Networking Sales Techniques Time Management

Candidates must hold or be willing to obtain an insurance license. Strong communication skills, self-motivation, and basic computer proficiency for CRM management are required.

English

Benefits

  • Flexible work schedule
  • Comprehensive training
  • Mentorship programs
  • Professional development

Company

Symmetry Financial Group

Symmetry Financial Group

linkedin
Insurance
Location
Houston, Texas, United States

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Excellent 4.7
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