The representative will engage with warm, pre-qualified leads to conduct financial assessments and present tailored solutions related to Life Insurance, IUL, and Annuities. They will meet clients via Zoom, phone, or locally to guide decision-making and maintain organization using advanced CRM tools.

The representative will serve as the crucial link guiding clients to smart financial solutions, engaging with individuals and families to provide personalized strategies for Life Insurance, Indexed Universal Life (IUL), and Annuities. Responsibilities include nurturing virtual connections with pre-qualified clients, understanding their needs, presenting tailored strategies via Zoom/phone, and guiding them through plan implementation using CRM tools.

This role involves managing customer communications, resolving cases, handling inquiries, orders, and return requests daily while ensuring orders are processed and delivered on time. Responsibilities include reviewing and entering incoming orders and return requests accurately, partnering with Sales, and providing superior customer service via multiple communication modes.

The primary responsibility involves servicing aquariums and aviaries located in nursing homes and assisted living facilities to maintain a serene and engaging environment for residents. This includes responding to customer needs via calls and emails, managing the service cycle, and effectively communicating company products and services.