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