Protection Planning Representative - Work From Home

Job summary

You will act as a virtual consultant to assess client needs, teach available options, and maintain ongoing client relationships. Additionally, you are responsible for administrative tasks including note-taking, appointment scheduling, and maintaining CRM hygiene.

Job details

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene. What comes with the seat • No cold calling • Qualified-interest pipeline • Performance-based advancement • Full training • Current tech stack • Work from home Traits that work here Driven. Trainable. Dependable. Comfortable competing. Fine with a camera. If that is your default setting, apply. Interviews on Zoom. \n \n

What you’ll do

You will act as a virtual consultant to assess client needs, teach available options, and maintain ongoing client relationships. Additionally, you are responsible for administrative tasks including note-taking, appointment scheduling, and maintaining CRM hygiene.

Requirements

The ideal candidate is driven, trainable, dependable, and comfortable with competitive environments. You must be comfortable working on camera and possess the ability to manage a qualified-interest pipeline.

Benefits

• Full training
• Qualified-interest pipeline
• Performance-based advancement

Listed skills

• Appointment Scheduling · Preferred
• CRM Management · Preferred
• Communication · Preferred
• Sales · Preferred
• Time management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Consulting
• Needs assessment
• Relationship management
• Appointment scheduling
• CRM management
• Communication
• Sales
• Time management
• Client Needs Assessment
• Sales Pipelines
• Administrative Support
• Relationship Management
• Zoom (Video Conferencing Tool)
• Administrative Functions
• Needs Assessment
• Customer Relationship Management
• Management
• Cold Calling
• Time Management
• Setting Appointments

Job areas

• Consulting
• Sales
• Administrative
• Customer Service & Support
• Project Management and Planning Operations Representative
• Client Relationship Manager
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products

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