◾Educate union and credit union members on the value of life insurance and basic financial literacy
◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling)
◾Provide tailored coverage recommendations that meet each family's needs
◾Build and manage your own client portfolio with guidance from experienced mentors
◾Track performance and progress using our internal systems and support tools
◾Represent the values of Service Over Sales, putting clients’ well-being first
◾Participate in incentive programs, team competitions, and leadership summits
◾At least 18 years old and legally authorized to work in the U.S.
◾Able to pass a background check
◾Tech-savvy and comfortable using Zoom and digital tools
◾Motivated to learn, grow, and help others
◾Strong communicator with an interest in finance, education, or social impact
◾Experience in leadership, customer service, or peer mentoring is a plus
Client Success Manager • Adelphi, MD, United States
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