all client interactions virtually via Zoom or phone, eliminating the need for in-person visits. Formulate and propose customized...
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...
with families virtually (phone or Zoom) Explaining insurance options clearly and ethically Helping families choose coverage...
client needs and financial objectives Present customized financial strategies through Zoom or phone appointments Support...
as required. Schedule meetings with ZOOM and/or TEAMS as necessary. Perform timekeeping duties including leave slips and on-call / dual...
with families virtually (phone or Zoom) Explaining insurance options clearly and ethically Helping families choose coverage...
with families virtually (phone or Zoom) Explaining insurance options clearly and ethically Helping families choose coverage...
), and Annuities via Zoom or phone.Guiding the Process: Ensuring a smooth transition from initial inquiry to successful plan...
with warm leads and prior client inquiries (we provide high-quality leads). Meet clients virtually (Zoom / phone) and guide...