Financial consultant providing advisory services for clients' financial needs. Engaging with existing clients to support their financial decisions through online consultations.
About the role
- Travel Insurance Consultant assisting customers in understanding travel insurance options and making informed decisions. Delivering service through a consultative sales approach via calls with a focus on customer needs.
Responsibilities
- Help customers understand travel insurance offerings
- Deliver top-notch service via incoming calls
- Use strong listening skills to cater to customer travel needs
- Solve problems creatively and document interactions accurately
- Collaborate with leadership and teammates for continuous skills enhancement
- Maintain knowledge of insurance products and services
Requirements
- High School Diploma or equivalent
- Strong communication skills and customer service experience
- Ability to multi-task and stay organized
- Positive attitude and passion for helping others
- Ability to navigate multiple systems while effectively handling calls
- Attention to detail and accuracy when documenting information
- Full background check required to obtain state license for travel insurance
Benefits
- Job flexibility including 3 days in the office and 2 days working from home
- Career growth with professional development opportunities
- Regular annual and personal leave benefits
- Volunteer leave and comprehensive paid parental leave scheme
- Competitive high-deductible health plan
- EAP programs and access to health and well-being activities
- 401(k) program with employer matching
- Respect for diversity and inclusion
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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