<section style="margin-bottom: 20px;">
 <h2 style="color: #34495e; font-size: 1.2em; margin: 20px 0 10px 0;">Your Responsibilities</h2>
 <ul style="padding-left: 20px; margin: 10px 0;">
 <li style="margin: 10px 0; line-height: 1.6;">Educate union and credit union members on the value of life insurance and basic financial literacy</li>
 <li style="margin: 10px 0; line-height: 1.6;">Conduct virtual client meetings using warm, pre-qualified leads (no cold calling)</li>
 <li style="margin: 10px 0; line-height: 1.6;">Provide tailored coverage recommendations that meet each family's needs</li>
 <li style="margin: 10px 0; line-height: 1.6;">Build and manage your own client portfolio with guidance from experienced mentors</li>
 <li style="margin: 10px 0; line-height: 1.6;">Track performance and progress using our internal systems and support tools</li>
 <li style="margin: 10px 0; line-height: 1.6;">Represent the values of Service Over Sales, putting clients’ well-being first</li>
 <li style="margin: 10px 0; line-height: 1.6;">Participate in incentive programs, team competitions, and leadership summits</li>
 </ul>
</section>

<section style="margin-bottom: 20px;">
 <h2 style="color: #34495e; font-size: 1.2em; margin: 20px 0 10px 0;">Qualifications</h2>
 <ul style="padding-left: 20px; margin: 10px 0;">
 <li style="margin: 10px 0; line-height: 1.6;">At least 18 years old and legally authorized to work in the U.S.</li>
 <li style="margin: 10px 0; line-height: 1.6;">Able to pass a background check</li>
 <li style="margin: 10px 0; line-height: 1.6;">Tech-savvy and comfortable using Zoom and digital tools</li>
 <li style="margin: 10px 0; line-height: 1.6;">Motivated to learn, grow, and help others</li>
 <li style="margin: 10px 0; line-height: 1.6;">Strong communicator with an interest in finance, education, or social impact</li>
 <li style="margin: 10px 0; line-height: 1.6;">Experience in leadership, customer service, or peer mentoring is a plus</li>
 </ul>
</section>

Client Success Manager - Full-time

Job Description

Your Responsibilities

Qualifications

Required Skills