Universal Life (IUL), and annuity solutions. Deliver clear, confident product education via Zoom, phone, or online...
with warm leads and prior client inquiries (we provide high-quality leads). Meet clients virtually (Zoom / phone) and guide...
Universal Life (IUL), and annuity solutions. Deliver clear, confident product education via Zoom, phone, or online...
), and Annuities via Zoom or phone.Guiding the Process: Ensuring a smooth transition from initial inquiry to successful plan...
and present tailored solutions in Life Insurance, IUL, and Annuities. Meet clients via Zoom, phone, or locally to guide them...
to learn and grow Typical Work Environment: Flexible schedule, often includes meeting clients in person or via Zoom...
. Proficient in the use of Zoom, Teams, and Microsoft Office, including but not limited to Outlook, Word, and Excel. DESIRED...
Do Engage with pre-qualified clients via phone or Zoom. Recommend solutions such as Life Insurance, IULs, and Annuities...
with warm leads and prior client inquiries (we provide high-quality leads). Meet clients virtually (Zoom / phone) and guide...
like Asana, Zoom, and Google Workspace Qualifications: At least 3 years of administrative experience in a professional, fast... scheduling, communication, and task management tools (examples: Zoom, Google Calendar, Outlook, Asana) Excellent attention...