The Entry-Level Remote Agent provides support to clients and the financial services team by assisting with various duties such as, marketing our services, assessing client financial needs, educating them on our services and recommending appropriate insurance & financial products to help them achieve their intended goals. The role involves learning about our financial products and services, maintaining client records, creating a lasting relationship with clients and ensuring high levels of customer service.
Key Responsibilities :
Client Support and Communication :
Marketing Our Products & Services:
Product Knowledge and Recommendations :
Documentation and Record-Keeping :
Compliance and Risk Management :
Learning and Development :
Team Collaboration :
Qualifications :
Personal Attributes :
Working Conditions :
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