Communication Skills, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Financial Planning, Financial Services, Organizational Skills, Record Keeping, Relationship Management, Sales Management, Training/Teaching, Virtual System Managers, Work From Home
10875 Main St. #203 10875 Main St. #203 Fairfax, VA
- Bonus based on performance
- Flexible schedule
- Opportunity for advancement
- Training & development
- Wellness resources
We’re seeking individuals who enjoy managing relationships and staying organized. In this role, you’ll support clients by helping them stay on track with their financial protection plans.
Responsibilities:
- Manage and maintain client accounts
- Provide ongoing support and communication
- Schedule virtual check-ins
- Assist with updates and client requests
- Keep records organized and up to date
Qualifications:
- Strong organizational skills
- Detail-oriented
- Good communication skills
- Customer service experience is a plus
What We Offer:
- Remote work environment
- Flexible schedule
- Training provided
- Growth opportunities
This is a remote position.