Client Success Manager
Globe Life: Moore Organizations
◾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
- ...Do Connect with individuals who have requested information about benefit programs Schedule and conduct virtual consultations with clients via Zoom Explain available benefit options clearly and answer client questions Guide clients through the enrollment process with professionalism...SuggestedWeekly payRemote workFlexible hours
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