Ondrick Agency is a growing organization in the life insurance and financial services industry, seeking a Sales Development Specialist to help families protect their financial future. The role involves conducting virtual consultations, recommending personalized insurance solutions, and providing ongoing client support while maintaining compliance and records.
Responsibilities:
- Conduct virtual consultations with clients to assess their life insurance and financial protection needs
- Recommend personalized insurance solutions using our network of top-rated carriers
- Guide clients through the application and coverage process, ensuring clarity and understanding
- Provide ongoing support and relationship management for clients
- Maintain accurate records and adhere to regulatory and compliance requirements
- Collaborate with your team and management to meet professional goals
Requirements:
- Background in customer service
- Enjoy helping people find solutions
- Ready to exceed personal expectations
- Seeking to increase income or achieve financial freedom
- Desire for flexible hours and control over schedule
- Value mentorship, community, and professional growth