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[Remote] Customer Service Specialist - Remote

Remote · New Zealand Full-time

Note: The job is a remote job and is open to candidates in USA. The Locklear Agency is currently seeking a remote Customer Service Specialist to work directly with individuals seeking assistance with financial decisions. The role involves guiding clients through their needs and presenting solutions in a professional manner, all conducted virtually.

Responsibilities

  • Speak with individuals who have requested information
  • Understand their needs and provide guidance
  • Present solutions in a clear and professional manner
  • Assist with completing applications

Skills

  • Ability to work directly with individuals who have requested assistance
  • Capability to guide clients through important financial decisions
  • Strong communication skills to present solutions clearly and professionally
  • Experience in assisting with completing applications
  • Willingness to work in a performance-based environment
  • Desire for flexibility and income growth potential
  • Commitment to personal growth and development

Benefits

  • Fully remote
  • Clear path for advancement

Company Overview

  • 🔹 The Locklear Agency Founded by Gino & Danielle Locklear, The Locklear Agency is one of the fastest-growing organizations in the life insurance and financial services industry. It was founded in 2019, and is headquartered in Southern Pines, North Carolina, US, with a workforce of 51-200 employees. Its website is https://thelocklearagencyinfo.com/.
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