Note: The job is a remote job and is open to candidates in USA. Ondrick Agency is focused on providing life insurance and financial services, and they are seeking a Customer Success Representative to help clients make informed decisions. In this role, you will manage client relationships, provide tailored insurance recommendations, and support clients throughout their financial journey.
Responsibilities
- Manage and support a portfolio of client relationships
- Help individuals and families explore life insurance coverage options
- Follow up with individuals who have requested information (no cold calling)
- Build and maintain long-term client relationships
- Collaborate with team members and participate in ongoing training and mentorship
- Operate effectively in a dynamic, multi-responsibility environment
Skills
- Enjoys working with people
- Values building trust-based relationships
- Organized and dependable
- Comfortable communicating with a variety of people
- Willing to put in the hard work and effort to be successful
- Motivated to learn and grow in a professional environment
- Adaptable and able to manage multiple responsibilities
Benefits
- 100% remote work with a flexible schedule - work when it works for you
- Ongoing training and mentorship
- Performance-based compensation and incentives - hard work pays off
- Opportunity for professional growth, including leadership and team development paths
- 1099
Company Overview
I Help Ambitious Sales People Create Permanent Passive Income by Working Hand In Hand with Professionals so they can Double Their Annual Revenue It was founded in undefined, and is headquartered in , with a workforce of 201-500 employees. Its website is https://ondrickagency.com .