Account Representative

UniTrust Financial Group
Cambridge, MA Full Time
POSTED ON 3/30/2024 CLOSED ON 4/4/2024

What are the responsibilities and job description for the Account Representative position at UniTrust Financial Group?

Account Representative


Location: Remote

Are you looking for a remote opportunity to kickstart your career in the financial services industry? InsuraTec Services Group is seeking self-motivated and driven individuals to join our team as Remote Account Representatives. As an Account Representative, you will play a vital role in client management, customer support, and sales strategy within the insurance sector.

Key Responsibilities:

  • Account Management: Manage client accounts, ensuring their needs and expectations are met efficiently and effectively.
  • Client Management: Build and maintain strong relationships with clients, providing exceptional customer service and support.
  • Client Retention: Work towards retaining and renewing client policies through effective communication and relationship-building.
  • Client Support: Assist clients with inquiries, policy adjustments, and claim processing, offering professional and courteous support.
  • Sales: Drive sales of insurance coverage options, focusing on life insurance products, and meet established sales targets.
  • Insurance Sales: Engage in life insurance sales, promoting coverage options and offering financial planning guidance to clients.
  • Sales Strategy: Implement effective sales strategies to generate leads, follow up on prospects, and close deals.
  • Marketing Support: Utilize marketing support provided to optimize lead generation and enhance sales efforts.

Requirements:

  • No Experience Required: Entry-level positions available - we provide comprehensive training to help you succeed.
  • Life Insurance License: Must obtain a life insurance license to facilitate sales of life insurance products.
  • Remote Work: Work from the comfort of your home, maintaining a flexible schedule that suits your lifestyle.
  • Commission-Only Compensation: Enjoy a commission-based compensation structure that rewards your efforts and dedication.
  • No Cold Calling / No Door to Door: Focus on warm leads and avoid cold calling or door-to-door sales approaches.

Preferred Skills and Attributes:

  • Self-Motivated: Driven to achieve sales goals and exceed client expectations.
  • Relentless and Driven: Tenacity to persevere and overcome challenges, dedicated to achieving success.
  • Process-Driven: Adherence to structured processes and methodologies to streamline operations.
  • Customer-Centric: Commitment to providing exceptional customer service and ensuring client satisfaction.
  • Diversity and Inclusion: Embrace and promote a diverse and inclusive work environment.

Benefits:

  • Flexible Hours and Schedule: Enjoy the freedom of a flexible work schedule and a healthy work-life balance.
  • Training and Support: Comprehensive training and ongoing support provided to enhance your skills and knowledge.
  • Virtual Work Environment: Collaborate with a dynamic team in a virtual, remote work setting.

If you're ready to embark on a rewarding career journey with the potential for financial growth and personal development, apply now to become a Remote Account Representative at InsuraTec Services Group. Join us in providing top-notch insurance solutions while maintaining a flexible and fulfilling work-life balance. Transparency and integrity are at the core of our values, and we look forward to welcoming you to our team.

InsuraTec Services Group is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.

Note: Compensation is commission-only based.

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