Life Insurance Agent - Join a Leading Company

Job Title: Customer Service Representative

Company: Symmetry Financial Group 

Location: Remote Position

Type: Part-Time or Full-Time

We are currently seeking a Customer Service Representative to join our team. This is a remote position offering a flexible schedule for both part-time and full-time work. We are looking for licensed and unlicensed individuals who are interested in providing excellent customer service to our clients.

Responsibilities:

- Develop and maintain a professional relationship with clients
- Book appointments and manage schedules
- Take and submit online applications
- Follow up with the back office
- Attend weekly virtual calls
- Explain policy coverage to clients once policy is approved

Qualifications:

- Must be honest and trustworthy
- General Life & Health License or willingness to obtain one
- Comfortable speaking with prospective clients over the phone
- Excellent interpersonal skills
- Comfortable with a commission position

We offer training to call, set, and run appointments virtually, utilizing various resources such as webinars, carrier product training, and our success-proven system. Whether you want to build an agency, focus on being a career producer, or if your experience is a better fit for our wholesale model, we work as a true team and strive to be a positive influence.

If you are interested in this opportunity, please submit your resume and cover letter. We look forward to hearing from you!

 

We offer a great opportunity for those looking for part-time or full-time work, and a flexible schedule while working from home. We are interested in speaking with licensed and unlicensed individuals. Our prospective clients provide us with their information and rely on us to reach out to them, regarding one of our products such as mortgage protection, accidental, retirement planning plus more. Customer service is at the heart of this industry. Organized individuals often see the most success here, so put your administrative assistant/receptionist skills to use while planning your own schedule. We are committed to being there for our clients whether it’s helping them with customize a plan for their needs or compassionately help them in the event of a death or disability. We offer training to call, set, and run appointments virtually, utilizing various resources such as: webinars, carrier product training as well as our success proven system. Whether you want to build your own agency, focus on being a career producer, or if your experience is a better fit for our wholesale model.  We work as a true team and strive to be a positive influence. This is a career you can do from home, but you never feel alone.  

Qualifications:  

• Be honest and trustworthy 
• Have a General Life & Health License or be willing to obtain one 
• Be comfortable speaking with prospective clients over the phone 
• Interpersonal Skills 
• Excellent Customer Service 
• Be comfortable with a commission position 

Responsibilities: 

• Contacting and maintaining a professional relationship with the client 
• Book appointments 
• Take/Submit online applications 
• Follow up with back office 
• Attend weekly virtual calls 
• Explain policy cover to the client once the policy is approved 
• Maintain stellar interpersonal skills 

Adhere to company core values: Relationships matter, people come first, relentless pursuit of personal growth, open, honest, and productive communication, do the right thing even when no one is looking, work as a true team, and strive to be a positive influence. 

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