Home-Based Client Services Representative
Core
Remote financial-services role focused on speaking with pre-qualified warm leads, mapping their needs to protection options, and running enrollment flows.
Role type
Client Services Representative
Builds
Client enrollment for protection options
Domain
Financial services
Deliverable
client delivery
Required skills
Communication, sales, client relationship management, adaptability
Preferred skills
Self-starter, willingness to be coached, performance-driven
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