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WayUp, Inc.
Client Relationship ManagerWayUp, Inc. • Santa Fe, NM, United States
Client Relationship Manager

Client Relationship Manager

WayUp, Inc. • Santa Fe, NM, United States
30+ days ago
Job type
  • Full-time
Job description

🔹Provide life insurance and financial protection solutions to families and individuals

🔹Educate clients on policies that prevent financial disaster during times of loss

🔹Manage your own book of business through virtual appointments - Use our proven internal blueprint and warm leads—NO COLD calling necessary

🔹Represent core values: Service Over Sales, always putting clients first

🔹Set and achieve aggressive personal and team goals.

🔹Use tracking systems to monitor metrics and growth benchmarks.

🔹Participate in incentive contests, team challenges, and leadership summits.

🔹Tech savvy and understand how to operate zoom calls

🔹Entrepreneurial Ownership

🔹Must be 18+ years old and able to pass a background check

🔹Must have valid work authorization in the US

🔹Effective Communication Skills: Ability to communicate ideas clearly and concisely.

🔹Organizational Skills: Capable of managing multiple tasks efficiently.

🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)

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Client Relationship Manager • Santa Fe, NM, United States

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