, applications, and basic knowledge of virtual platforms such as Zoom & Teams Excellent communication skills Ability...
. Engage with individuals actively seeking financial solutions. Conduct virtual consultations via Zoom or phone—suit optional...
to assess their needs, schedule virtual appointments, and deliver persuasive product presentations (via Zoom or phone calls...
to understand their needs and preferences. Schedule virtual meetings (via Zoom or phone) for detailed discussions. Create...
/organization Use of Zoom/Microsoft Teams, Microsoft Word/Google Docs, and Excel/Google Sheets Duties & Responsibilities...
-focused team culture What You'll Do Conduct scheduled virtual consultations with individuals and families through Zoom... using Zoom and digital communication platforms Goal-oriented individuals with a strong work ethic and growth mindset...
, weekly and monthly team training/huddles/check-ins via Zoom meetings QUALIFICATIONS: Must be authorized to work in the...
Zoom to understand their needs and provide personalized solutions * Present & Educate Clearly explain financial products...
mail piece, or by calling in and requesting us to contact them and set a virtual appointment over zoom to review... Be Accountable for your activity and results Attend live zoom training sessions every week Lead by example Ask for help when...
and explaining insurance products and benefits packages over Zoom video call · Completing applications for insurance products...