Client Solutions Specialist

2 months ago


Surprise, Arizona, United States Real Financial Full time
Job Overview

We are actively looking for driven and goal-oriented individuals to take on the role of Client Solutions Specialist. In this position, you will be tasked with managing and enhancing a sales team to generate revenue while positively influencing the lives of our clients.

Core Responsibilities:

  • Lead Generation: Identify and engage potential clients through various methods (Warm Leads, No Cold Calling).
  • Consultative Approach: Assess clients' requirements and offer customized life insurance solutions that align with their financial objectives and coverage needs.
  • Relationship Management: Establish and nurture long-lasting relationships with clients, providing continuous support and conducting policy evaluations.
  • Presentations: Deliver compelling presentations on life insurance options to individuals and families, clarifying policy features and advantages.
  • Application Assistance: Guide clients through the application process and ensure timely submission of all necessary documentation.
  • Regulatory Compliance: Follow all industry standards and company guidelines diligently.

Required Qualifications:

  • Licensing: Must possess or be willing to obtain a valid life insurance license in the relevant state(s).
  • Self-Driven: Highly motivated with a robust work ethic and the capability to operate independently.
  • Customer-Centric: A strong desire to assist clients and deliver outstanding service.

Benefits Offered:

  • Flexible Scheduling: Create your own work schedule to harmonize with personal commitments.
  • Unlimited Income Potential: Earnings based on commission with no limits on income.
  • Comprehensive Training: Extensive training and ongoing support to ensure your success.
  • Career Advancement: Opportunities for growth into full-time roles and leadership positions.

About Real Financial:

Real Financial is an innovative insurance agency focused on life insurance and financial security solutions. We empower our clients by providing tailored insurance products that protect their families' futures. Our team is dedicated to excellence, offering exceptional service, thorough training, and career opportunities. At Real Financial, we prioritize flexibility, integrity, and a supportive work environment where our agents can flourish, develop, and make a significant impact.



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