along with experience in virtual meeting platforms (Zoom and Teams) · Experience handling confidential and sensitive information...
Do Engage with pre-qualified clients via phone or Zoom. Recommend solutions such as Life Insurance, IULs, and Annuities...
participate in high school recruitment meetings via zoom/phone as well as one-on-one meetings with the Sr. Assistant Director...
), and Annuities via Zoom or phone.Guiding the Process: Ensuring a smooth transition from initial inquiry to successful plan...
Do Engage with pre-qualified clients via phone or Zoom. Recommend solutions such as Life Insurance, IULs, and Annuities...
or in family literacy. Proficient with Google Suite, Microsoft Office, Zoom, and electronic ESOL resources. Excellent written...
and present tailored solutions in Life Insurance, IUL, and Annuities. Meet clients via Zoom, phone, or locally to guide them...
and present tailored solutions in Life Insurance, IUL, and Annuities. Meet clients via Zoom, phone, or locally to guide them...
with virtual communication platforms (e.g., Zoom) and modern remote sales technologies. Ambitious Drive (Preferred): A proactive...
all client interactions virtually via Zoom or phone, eliminating the need for in-person visits. Formulate and propose customized...