Life Insurance Career Opportunity

3 weeks ago


Charleston, West Virginia, United States Dyal Agency Full time
About the Role:
We're looking for an experienced professional to take on the challenging and rewarding role of Client Success Advisor. In this position, you'll have the opportunity to work closely with clients, understand their unique needs, and provide tailored solutions. You'll be an integral part of our sales team, working collaboratively with colleagues to contribute to collective success.

Key Responsibilities:
Your primary responsibilities will include:
  • Client Engagement: Developing strong relationships with clients and identifying their life insurance needs.
  • Education: Providing expert guidance on life insurance options and helping clients make informed decisions.
  • Customer Service: Delivering exceptional customer service throughout the sales process, supporting client goals and objectives.
  • Organization: Efficiently managing client interactions, ensuring accurate documentation, and following up as necessary.

Requirements:
To excel in this role, you should possess excellent communication skills, a genuine desire to help others, and a commitment to ethical practices. A strong work ethic, attention to detail, and a collaborative attitude are essential for success in this position. Additionally, you should reside in the United States and be a US citizen or legal/permanent resident.

Career Advancement:
The Dyal Agency offers opportunities for career growth and advancement. If you're interested in leadership roles, you'll have the chance to develop your skills and take on new challenges within our organization.

Work-Life Balance:
We offer a flexible remote work environment, allowing you to balance your professional and personal responsibilities. This flexibility enables you to enjoy a better work-life balance and maintain a healthy lifestyle.

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