Customer Relations Associate - Part Time Remote

Key Responsibilities

• Provide excellent customer service as the primary contact for clients, ensuring their total satisfaction and addressing inquiries in a timely manner.
• Engage with clients and associates with professionalism and courtesy to build and maintain positive relationships.
• Educate clients on business concepts, investment options, insurance protection, retirement plans, savings, and estate planning.
• Develop and tailor financial plans, guiding clients through strategies for budgeting, debt reduction, investing, and retirement planning.
• Identify and capitalize on upsell and cross-sell opportunities to increase account value and maintain high levels of client satisfaction.

Qualifications

• Must be 18 years or older and a U.S. citizen.
• Background check clearance is required.
• Possess strong verbal and written communication skills and expertise in managing customer relationships.
• Obtain a Life Producer license within the first 2 weeks of employment.
• Proficiency in CRM software (e.g., Salesforce) and basic reporting.
• Ability to interpret account health metrics and summarize them concisely.
• Demonstrate an aptitude for identifying and pursuing expansion opportunities.

Preferred Qualifications

• Experience in customer service, leadership, or management roles is preferred.
• Backgrounds in education, coaching, military, or as elite athletes are a plus.
• Entrepreneurial spirit, self-motivation, and a genuine desire to help others grow.
• Advanced negotiation skills or technical troubleshooting abilities are beneficial.

Benefits

• Fully remote position with robust online tools and training for your success.
• Opportunities for leadership development.
• Competitive part-time compensation ranging from $65,000 - $85,000 annually, with potential for advancement based on personal goals.