Customer Success Representative - Boulder

Only for registered members Boulder, United States

4 days ago

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Job summary

We are searching for driven, dynamic individuals to join our team as Customer Success Representatives.

As a key member of our team, you'll engage with clients, present tailored solutions and build relationships to ensure satisfaction and loyalty.

The role involves responding to inbound requests and inquiries about financial products such as Indexed Universal Life policies, annuities and life insurance. You will also deliver customized product presentations via phone or video calls and collaborate with team members and other departments to drive success and improve customer outcomes.
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