Note: The job is a remote job and is open to candidates in USA. Ondrick Agency is a company in the financial services sector, seeking a Customer Relations Specialist. In this role, you will guide clients through their retirement needs, assess financial requirements, and provide exceptional customer service.
Responsibilities
- Conduct virtual consultations with clients to assess their life insurance and financial protection needs
- Recommend personalized insurance solutions using our network of top-rated carriers
- Guide clients through the application and coverage process, ensuring clarity and understanding
- Provide ongoing support and relationship management for clients
- Maintain accurate records and adhere to regulatory and compliance requirements
- Collaborate with your team and management to meet professional goals
Skills
- Motivated, reliable, and eager to learn
- Confident communicator who enjoys helping others
- Organized, proactive, and goal-oriented
- Professional attitude with strong integrity and accountability
- U.S. citizen or permanent resident
Benefits
- Comprehensive training and full support during the onboarding process
- Pre-qualified client leads available — no cold calling required
- Fully remote position with flexible scheduling - work when it works for you
- Mentorship and ongoing professional development
- Opportunities for long-term career growth, leadership, and specialization in financial services
Company Overview
I Help Ambitious Sales People Create Permanent Passive Income by Working Hand In Hand with Professionals so they can Double Their Annual Revenue It was founded in undefined, and is headquartered in , with a workforce of 201-500 employees. Its website is https://ondrickagency.com .
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