Client Relationship Specialist - Remote
Core
Speak with pre-qualified warm leads to map needs to protection options and run enrollment flows.
Role type
Client Relationship Specialist
Builds
Client list and enrollment flow
Domain
Financial services
Deliverable
client delivery
Required skills
sales communication, needs analysis, enrollment process management, client list management, performance mindset, feedback receptivity
Preferred skills
self-starting, family-focused service
Responsibilities
Speak with people who asked for information, Map needs to available protection options, Run a simple enrollment flow, Build and service a client list (via careerplan.io/jobs/02c93415-0ec5-487f-b626-c330cbee6dec-client-relationship-specialist-remote-at-ao-garcia-agency)