Ondrick Agency is seeking motivated individuals to join their expanding remote team as a Customer Service Manager in Life Insurance. This role involves conducting virtual consultations, building client relationships, and offering tailored financial solutions, all while working from home.
Responsibilities:
- Conduct virtual consultations to help clients choose the right financial products
- Build relationships and provide exceptional service and support
- Offer tailored solutions, including Indexed Universal Life (IUL), annuities, and life insurance
- Work with pre-qualified leads—no cold calling required
- Track your sales activity and maintain organized client records
Requirements:
- Strong communication and interpersonal skills
- Self-starter with a goal-driven mindset
- Positive, coachable, and eager to grow