Customer Service Representative

1 month ago


Portland, Oregon, United States Henrie Agency Full time
Job Summary

We are seeking a highly motivated and results-driven Customer Service Representative to join our team at Henrie Agency - Symmetry Financial Group. As a key member of our sales team, you will be responsible for building and maintaining relationships with clients, identifying their financial needs, and providing personalized solutions to meet those needs.

Key Responsibilities:

  • Call prospects to schedule appointments and discuss their financial goals and objectives
  • Prepare quotes and present them to clients in a clear and concise manner
  • Assist clients with the application process and ensure a smooth and efficient experience
  • Consult with mentors and leaders to stay up-to-date on industry trends and best practices
  • Maintain healthy relationships with clients, carriers, and leaders

Requirements:

  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet sales targets
  • Coachable and willing to learn and implement advice from mentors and leaders
  • Strong moral compass and commitment to doing the right thing

What We Offer:

  • 1st in class bonus system
  • Trips and incentives
  • Top-quality technology and resources
  • 1-on-1 mentorship
  • Access to life and health insurance options

This is a remote position, and you will have the flexibility to work from home or wherever you choose. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



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