Life Solutions Specialist Intern
Core
Support members with life insurance needs through inbound/outbound communications, education, and solution alignment.
Role type
Intern, member-facing sales and service specialist
Builds
Life insurance solutions and member service experiences
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Verbal and written communication, relationship building, problem solving, adaptability, Microsoft Office proficiency
Preferred skills
Financial planning knowledge, sales experience, customer service experience, Microsoft Excel proficiency
Responsibilities
Handle inbound/outbound calls to triage needs and schedule appointments, educate members on life insurance options, document member financial situations and goals, handle objections, conduct follow-up outreach, observe workflows and provide process feedback
Seniority
Intern