strategies via Zoom/phone. Seamless Journey: Guide clients from inquiry to plan implementation. Efficient Workflow: Utilize...
Universal Life (IUL), and annuity solutions. Deliver clear, confident product education via Zoom, phone, or online...
clients Provide tailored financial solutions (Life Insurance, IUL, Annuities) Present strategies via Zoom or phone Manage...
have requested more information on the benefits we offer Schedule Zoom meetings with these members Customize new benefit plans...
. Please ensure all attached documents are accessible documents. Skills / Knowledge / Abilities MS Windows, Zoom, Teams, Training...
with warm leads and prior client inquiries (we provide high-quality leads). Meet clients virtually (Zoom / phone) and guide...
remotely with basic tech knowledge (Zoom, email, etc.) Must be 18+ and authorized to work in the U.S. Motivated, reliable...
with warm leads and prior client inquiries (we provide high-quality leads). Meet clients virtually (Zoom / phone) and guide...
Familiarity with Salesforce, Gong, and telephony tools (e.g. Zoom phones) Excellent communication and interpersonal skills...
including MS Office (Word, Access, Excel and PowerPoint), and SharePoint, WebEx, Zoom, Microsoft Teams, in the preparation...