with warm leads and prior client inquiries (we provide high-quality leads). Meet clients virtually (Zoom / phone) and guide...
our suite of financial products, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through phone and Zoom...
support or ticketing platforms (e.g., Freshdesk, Jira) and collaboration tools (e.g., Microsoft Teams, Zoom). Proficiency...
. All interviews will be conducted over Zoom, so don’t wait—apply now and start your exciting journey with us! Powered by JazzHR...
client needs and financial objectives Present customized financial strategies through Zoom or phone appointments Support...
! What You'll Do: Engage with Clients: Connect virtually via Zoom to assess client needs and recommend personalized life insurance... meet client needs. Tech Savvy: Comfortable using a computer, smartphone, and Zoom. Requirements: A valid life...
for at least one virtual platform (e.g., Zoom, Teams, Skype). Academic Degree Equivalency Chart Degree Years of Relevant Experience...
clients Provide tailored financial solutions (Life Insurance, IUL, Annuities) Present strategies via Zoom or phone Manage...
Conduct virtual meetings via phone or Zoom, no cold calling or in-person visits Assess client needs and recommend...
in facilitation tools (Zoom, Teams, Webex, Miro, etc.) Excellent communication and storytelling skills. Certification...