RivCo Wealth Management
Life Insurance / Customer service
Part Time • Fully Remote - US
Benefits:
- Work From Home
- Free Licencing Program
- Apply NOW
- Flexible schedule
- Opportunity for advancement
- Training & development
- Tuition assistance
About the Role:
Join RivCo Wealth Management as a Life Insurance / Customer Service Representative, where you'll play a crucial role in helping clients secure their financial futures. We are looking for passionate individuals who thrive in a dynamic environment and are dedicated to providing exceptional service.
Responsibilities:
- Provide expert guidance on life insurance products and services to clients.
- Assist clients with inquiries, policy updates, and claims processing.
- Build and maintain strong client relationships through effective communication.
- Educate clients on policy features, benefits, and coverage options.
- Collaborate with the sales team to identify client needs and recommend suitable solutions.
- Ensure compliance with industry regulations and company policies.
- Maintain accurate records and documentation of client interactions.
- Stay updated on industry trends and product knowledge to enhance client service.
Requirements:
- High school diploma or equivalent; Bachelor's degree preferred.
- 1-3 years of experience in customer service or insurance industry.
- Active Life Insurance license in Texas is required.
- Strong interpersonal and communication skills.
- Detail-oriented with excellent organizational abilities.
- Proficient in CRM software and Microsoft Office Suite.
- Ability to work independently and as part of a team.
- Positive attitude and a commitment to client satisfaction.
About Us:
RivCo Wealth Management has been serving the Houston community for over a decade, providing tailored financial solutions to help clients achieve their goals. Our commitment to integrity and excellence has earned us a loyal client base, and our team members enjoy a supportive and collaborative work environment that fosters professional growth.
This is a remote position.
Compensation: $50,000.00 - $120,000.00 per year
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