Client/Customer Support Rep

Jobtailor

Manhattan Beach, CA

Educate clients on financial planning and insurance options.

Provide excellent customer service and build lasting relationships.

Collaborate with a local supportive team.

Requirements Bachelor's Degree (preferred)

Strong communication and interpersonal skills

Goal-oriented with a desire to succeed

Willingness to obtain needed licenses, support provided by NM

Core Competencies Demonstrates expertise in financial planning and insurance education while providing exceptional customer service and fostering strong client relationships. Possesses strong communication and interpersonal skills, with a goal-oriented mindset and a commitment to obtaining necessary licenses.

Highest-signal resume keywords Financial Planning

Insurance Education

Customer Service

Communication Skills

Interpersonal Skills

ATS Optimization Keywords Soft Skills Goal-Oriented

Relationship Building

Certifications & Qualifications Willingness to Obtain Licenses

Industry Keywords Financial Planning

Insurance Options

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Vacancy posted 13 hours ago

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