Client Success Partner
6 days ago
About Us:
The Dyal Agency is a leading firm known for its client-centric approach, cutting-edge technology, and supportive team environment.
We're a supportive community of professionals committed to helping clients secure their futures. Our team is dedicated to creating a supportive environment where everyone can find success and growth.
About the Role:
As a Client Success Advisor, you'll build relationships with clients, educate them about life insurance, and provide exceptional customer service. You will be integral in helping clients find life insurance solutions while meeting their unique needs while working in a supportive, collaborative remote work environment.
Your Responsibilities:
- Client Engagement: Build strong relationships with clients, understand their life insurance needs, and provide tailored solutions.
- Education: Educate clients on life insurance options and help them make informed decisions that best protect their loved ones.
- Customer Service: Deliver exceptional customer service throughout the sales process, supporting client goals.
- Organization: Manage client interactions efficiently and ensure accurate documentation and thorough follow-up.
- Collaboration: Work closely with team members to contribute to collective success.
- Ethics: Uphold the highest ethical standards demonstrating integrity in all interactions.
- Leadership (Optional): For those interested, contribute to team growth and take on leadership roles mentoring and inspiring others.
Ideal Candidate Profile:
- Communication Skills: Excellent verbal and written communication abilities.
- Compassion: A genuine desire to help others.
- Integrity: A commitment to ethical practices.
- Attention to Detail: A meticulous approach to managing client interactions.
- Team Player: A collaborative and supportive attitude.
- Work Ethic: A strong drive to achieve goals.
- Leadership Potential: A desire to grow within the company and take on leadership roles mentoring and inspiring others.
Estimated Salary: $120,000 - $200,000 per year, based on performance and location in the United States.
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