[Remote] Client Specialist $104k + | Financial Services | Remote |
Note: The job is a remote job and is open to candidates in USA. Sphinx Life Solutions is an independent Life Insurance Brokerage Agency that focuses on a people-first mentality and a strong team-driven culture. The Client Specialist role involves providing professional consulting advice to clients, building tailored policies, and maintaining a book of business through meaningful relationships.
Responsibilities
- Providing professional consulting advice to clients who have requested help (no cold calling)
- Building tailored policies to meet clients' needs
- Developing & maintaining your book of business through meaningful relationships with clients
Skills
- Must be a self-starter, a problem solver, and driven to succeed
- You are humble, coachable, and eager to learn
- High Integrity Individuals: You operate with high ethical standards and utmost professionalism in and out of business environments
- Independently Strong Work Ethic: You understand the value of hard work and know that your results are a direct reflection of your actions
- Must be able to work independently and manage time effectively
- Internet access with a quiet work space, a functioning computer, and a personal phone, as we meet with clients virtually over the phone, Zoom, Crankwheel, etc
- Have or be able to obtain a Life & Health Insurance license (clear background check- no felonies or recent bankruptcies). If you aren't licensed, we walk you step by step through the licensing process
- Must be a US Citizen for licensing requirements
Benefits
- Equity partnership opportunities for top-performing agents.
- Uncapped commissions + performance bonuses
- Training, coaching, and 1:1 mentorship from us and our team of successful agents
- No Territory Limits.
- Team Culture that seeks to promote without over-working you.
Company Overview