Customer Relationship Management Specialist

The Walker Financial Group is seeking motivated individuals to join their remote sales team in the financial services industry. This role involves working with clients virtually to provide information on life insurance and related financial protection options, encompassing account management, client retention, and customer service.

Responsibilities:

• Meet with clients virtually
• Educate clients on available insurance products
• Assist with the application process
• Build professional client relationships
• Follow company and regulatory guidelines

Requirements:

• Strong communication skills
• Professional and reliable
• Willing to learn and follow compliance standards
• Comfortable working independently
• Willing to put in the hard work and make this business your own