Agent Alliance is a trusted leader in the financial services industry, offering tailored solutions to help clients secure their financial futures. The ideal candidate will engage with potential customers, guiding them through the sales process while providing excellent customer service and support.
Responsibilities
- Reach out to the provided leads and cultivate relationships with potential customers
- Schedule meetings with these individuals via Zoom
- Sell various types of benefit packages to new and existing clients
- Provide attentive customer service and any necessary administrative support in response to members' needs
- Explain policy details, coverage, and benefits to clients
- Process policy renewals, updates
- Ensure that all documentation is accurate and complete, and perform any necessary updates on schedule
- Assist customers with claims processes and inquiries
- Keep accurate records of transactions and interactions with customers
Skills
- High school diploma or equivalent
- Ability to obtain required licenses within the specified timeframe
- Excellent communication and customer service skills
- Strong attention to detail and organizational skills
- Ability to work independently and as part of a team
- Ability to work remotely
Benefits
- Comprehensive paid training program
- Company stock options
- Weekly pay with a competitive commission structure and monthly bonuses averaging $55,000 to $60,000
- Health insurance, retirement plans, and other employee benefits
- Ongoing training and professional development opportunities
- Opportunities for career advancement within the company
- Flexible work schedule with the ability to work remotely or in the office
Company Overview
Agent Alliance OC was founded on the basic idea that Realtors® are wasting valuable time trying to run parts of their business that they are often not interested in and rarely good at. It was founded in 2010, and is headquartered in Rancho Santa Margarita, CA, US, with a workforce of 11-50 employees. Its website is http://agentallianceoc.com.