RI
RiachueloSales Attendant I – Customer Service
Sales attendant responsible for customer registration and executing sales and service standards. Working in a fast - paced environment with flexible hours and high expectations.
About the role
- Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most.
- Support pre-sale process by working with Financial Professionals, Field Wholesalers, Internal Wholesalers, Internal Partners, and Management.
- Assist in the onboarding process, follow up after client meetings, enter required information into CRM, and build relationships that contribute to repeatable business.
- Promote digital options such as E-Application, DocuSign, and E-Delivery, conduct E-Application demos, and participate in team education series.
- Deliver sales support by providing reports to Life Wholesalers, understanding sales goals, and keeping the pipeline full.
- Provide administrative support to RVP/FVP when needed and identify process improvements.
Requirements
- Knowledge of life insurance products, the life insurance industry and procedures gained through 5+ years of experience in or through a combination of experience and coursework.
- Proficient in the use of personal computers and specialized software (e.g., Microsoft Word, Excel, PowerPoint, Outlook).
- Excellent written and communication skills.
- Strong organizational skills to perform administrative functions.
- FINRA registration may be required if business need arises.
- Experience in the life insurance process (minimum 5 years)
- Experience with presentations in person, on ZOOM or other platforms (minimum 5 years)
- Background in customer service (minimum 5 years)
- Background in sales
- Self-starter & driven to succeed
- Detail oriented
- Able to manage through complex situations
- Solid influencing abilities
- Demonstrates patience
- Demonstrates urgency
Benefits
- Prioritization of your health and well-being including Medical, Dental, Vision, and a Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
- Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off
- Paid Parental Leave as well as an Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation.
Job title
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Experience level
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