The Walker Financial Group→
Remote Client Services Specialist at The Walker… · Remote
Skills
Job Description
Summary: The Walker Financial Group is expanding its remote team and looking for individuals who enjoy helping people and communicating with clients. The role involves assisting clients with life insurance coverage options and providing ongoing support.
Responsibilities:
- Speak with individuals and families who requested information about life insurance coverage
- Walk clients through available options and answer questions clearly
- Maintain follow-up communication and provide ongoing support
- Participate in training, mentorship, and professional development
- Deliver a positive, relationship-focused client experience
Required Qualifications:
- Enjoy helping people
- Communicating with clients
- Building long-term professional skills
- Speak with individuals and families who requested information about life insurance coverage
- Walk clients through available options and answer questions clearly
- Maintain follow-up communication and provide ongoing support
- Participate in training, mentorship, and professional development
- Deliver a positive, relationship-focused client experience
Preferred Qualifications:
- Previous experience in customer service, sales, hospitality, or client-facing roles is helpful but not required
Required Skills: Client Communication, Sales
Benefits: Fully remote position, Flexible scheduling, Access to proven lead systems and training support, Performance-based compensation structure, Advancement opportunities based on performance, Independent contractor (1099) opportunity