The Locklear Agency is a growing organization built on vision, integrity, and a commitment to serving families at a high level. This remote, client-focused position supports individuals and families interested in financial protection options through guided conversations and education.
Responsibilities:
- Connect with individuals who have requested information
- Conduct virtual client conversations (Zoom or phone)
- Follow a structured, service-based process
- Learn and apply company systems and tools
- Participate in ongoing training and development
- Build and maintain professional client relationships
Requirements:
- Strong communication and people skills
- Self-motivated and goal-oriented individuals
- Comfortable working in a performance-based environment
- Ability to manage time and schedule independently
- Open to learning and applying new systems
- Prior experience in customer service, sales, or client-facing roles is helpful but not required