all client interactions virtually via Zoom or phone, eliminating the need for in-person visits. Formulate and propose customized...
and present tailored solutions in Life Insurance, IUL, and Annuities. Meet clients via Zoom, phone, or locally to guide them...
: Building rapport and understanding their needs through phone or Zoom interactions. Providing Solutions: Scheduling virtual...
information to understand their needs, schedule virtual appointments, and deliver persuasive product presentations (via Zoom...
), and Annuities via Zoom or phone.Guiding the Process: Ensuring a smooth transition from initial inquiry to successful plan...
: Building rapport and understanding their needs through phone or Zoom interactions. Providing Solutions: Scheduling virtual...
: Building rapport and understanding their needs through phone or Zoom interactions. Providing Solutions: Scheduling virtual...
: Building rapport and understanding their needs through phone or Zoom interactions. Providing Solutions: Scheduling virtual...
our suite of financial products, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through phone and Zoom...
do not meet this requirement. Interview Process: 1st round will be a Zoom with the hiring manager. 2nd round will be a Zoom...