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Client Engagement Specialist

2 months ago

California, Missouri, United States Betterfinancialstate Full time
Position Overview

At Betterfinancialstate, we are seeking a driven Client Engagement Specialist who can identify opportunities and effectively cultivate enduring client relationships.

Role Responsibilities
  • Develop and maintain customer relationships, ensuring consistent follow-up as necessary.
  • Utilize your expertise in insurance products to recommend, clarify, and sell policies to both new and existing clients.
  • Implement a customer-centric, needs-based assessment process to inform clients about their insurance options.
  • Generate leads, arrange meetings, assess client needs, and promote suitable products and services.
Benefits

As a member of our team, you will enjoy:

  • Simple IRA
  • Paid time off, including vacation and personal/sick days
  • Flexible working hours
  • Opportunities for growth and advancement within the agency
Qualifications

The ideal candidate will possess:

  • A keen interest in marketing products and services tailored to customer needs
  • Exceptional communication skills, both written and verbal
  • A people-oriented approach
  • Strong attention to detail
  • Proactive problem-solving abilities
  • Capability to learn computer systems
  • A collaborative mindset
  • Property/Casualty license (mandatory)
  • Life/Health license (preferred)
  • Previous experience in insurance or sales

If you are enthusiastic about achieving success and envision yourself thriving in this role, we encourage you to explore this opportunity.

Compensation

Compensation is set at $35.00 per hour.

Become part of a community dedicated to making a positive impact every day while advancing your career and enjoying unparalleled benefits.