Sandhills Financial Group · United States · Just now · 0 applicants
NewRemoteFull-timeJunior
Pay
Pay not listed
Workplace
Remote
Job type
Full-time
Level
Junior
Source: jobright · Posted by joined-scrapper
About the role
Sandhills Financial Group seeks a Customer Success Specialist to conduct virtual consultations and manage client relationships, guiding families through life insurance, mortgage protection, and retirement planning options. The role involves building a book of business and ensuring client satisfaction.
What you’ll do
Conduct virtual consultations with clients
Guide clients through insurance and retirement planning options
Maintain ongoing communication with clients
Build and manage a book of business
Help families find solutions aligned with their goals
What you’ll need
Comfortable with technology and virtual communication platforms
Strong communication and organizational skills
Self-motivated and coachable
Professional presence on Zoom and phone calls
Client-focused with solution-oriented mindset
Active Life & Health Insurance License or willingness to obtain quickly
Original job description
Sandhills Financial Group is hiring a Customer Success Specialist to guide interested clients through life insurance, mortgage protection, and retirement planning options. The role involves virtual consultations, ongoing client communication, building a book of business, and helping families find solutions aligned with their goals.Comfortable using…