Client Engagement Representative Work From Home
Core
Remote financial-services role focused on engaging warm leads, mapping their needs for protection options, and running enrollment flows.
Role type
Client Engagement Representative
Builds
Client enrollment for protection products
Domain
Financial services
Deliverable
client delivery
Required skills
Communication, sales, client relationship management, enrollment process execution
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