Client Benefits services

Full-time

Fisher Organization

Waterloo, IA

Meet virtually with individuals and families to understand their needs and explain available benefit options

Educate clients on life insurance and supplemental benefit programs

Provide personalized recommendations based on each client’s needs

Build and maintain strong, long-term client relationships

Follow up with existing clients and assist with benefit questions or updates

Manage scheduled appointments and maintain an organized client pipeline

Participate in virtual training, coaching, and team meetings

Apply

Vacancy posted 1 day ago

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