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McQuadeTheFuture-CLTB

Client Advisor

Insurance Sales & AgencyUpdated on Nov 12
Full-timeRiverside, CA, USA

About the Job

Requirements

  • Must be legally authorized to work in the United States.
  • Must reside in the United States and be at least 18 years old.
  • Must be fluent in Spanish; English is a plus.
  • Must be willing to obtain a life insurance license; holding the license is not required to apply.

Responsibilities

  • Help families by phone, text, and video call.
  • Explain how life insurance protects a family and recommend an appropriate plan.
  • Follow up with clients in the customer relationship management system.
  • As the advisor grows, train and lead new team members.

Desired Qualifications

  • English fluency is a plus.

About the Company

Company size
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Total funding
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