Search jobs > Moore, OK > Remote > Client advisor

Client Success Advisor (Remote)

Dyal Agency
Moore, OK, US
Remote
Full-time
Quick Apply

The Dyal Agency is searching for compassionate and driven individuals to join our team as Remote Client Advisors. We're a supportive community of professionals committed to helping clients secure their futures.

Our team is dedicated to creating a supportive environment where everyone can find success and growth. We are motivated individuals with a gritty business-like mentality.

About the Role : As a Client Advisor, you'll build relationships with clients, educate them about life insurance, and provide exceptional customer service.

We're looking for individuals interested in leadership roles within our agency. This is an ideal role for someone who genuinely cares for others, has exceptional communication skills, and is committed to upholding the highest standards of integrity.

You will be integral in helping clients find life insurance solutions while meeting their unique needs while working in a supportive, collaborative remote work environment.

Key Responsibilities : Client Engagement : Build strong relationships with clients, understand their life insurance needs, and provide tailored solutions.

Education : Educate clients on life insurance options and help them make informed decisions that best protect their loved ones.

Customer Service : Deliver exceptional customer service throughout the sales process, supporting client goals. Organization : Manage client interactions efficiently and ensure accurate documentation and thorough follow-up.

Collaboration : Work closely with team members to contribute to collective success. Ethics : Uphold the highest ethical standards demonstrating integrity in all interactions.

Leadership (Optional) : For those interested, contribute to team growth and take on leadership roles. Ideal Candidate : Communication Skills : Excellent verbal and written communication abilities.

Compassion : A genuine desire to help others. Integrity : A commitment to ethical practices. Attention to Detail : A meticulous approach to managing client interactions.

Team Player : A collaborative and supportive attitude. Work Ethic : A strong drive to achieve goals. Leadership Potential : A desire to grow within the company and take on leadership roles mentoring and inspiring others.

What We Offer : Compensation : Competitive commission-based compensation with incentives. Flexibility : Flexible remote work environment balancing professional and personal responsibilities.

Development : Ongoing training and development opportunities. Leadership : Opportunities for career advancement with clear pathways for growth.

Culture : A supportive and positive team culture that values you, and rewards and recognizes your efforts. Join The Dyal Agency and be part of a team that is making a positive impact on families' lives. Powered by JazzHR

2 days ago
Related jobs
Promoted
Dyal Agency
Moore, Oklahoma
Remote

As a Client Advisor, you'll build relationships with clients, educate them about life insurance, and provide exceptional customer service. You will be integral in helping clients find life insurance solutions while meeting their unique needs while working in a supportive, collaborative remote wo...

Promoted
INFUSE
Oklahoma City, Oklahoma
Remote

The Client Success is responsible for developing customer relationships that promote retention and loyalty. Serve as a trusted advisor for our clients and be an expert in INFUSEmedia offerings. Develop and maintain relationships with a select group of named accounts to ensure campaign success. Colla...

Promoted
Dyal Agency
Norman, Oklahoma
Remote

As a Client Advisor, you'll build relationships with clients, educate them about life insurance, and provide exceptional customer service. You will be integral in helping clients find life insurance solutions while meeting their unique needs while working in a supportive, collaborative remote wo...

Promoted
INFUSE
Oklahoma City, Oklahoma
Remote

The Client Success Expert is responsible for developing customer relationships that promote retention and loyalty. Serve as a trusted advisor for our clients and be an expert in INFUSEmedia offerings. Develop and maintain relationships with a select group of named accounts to ensure campaign success...

Dyal Agency
Moore, Oklahoma
Remote

The Dyal Agency is searching for compassionate and driven individuals to join our team as Remote Client Advisors. About the Role: As a Client Advisor, you'll build relationships with clients, educate them about life insurance, and provide exceptional customer service. You will be integral in helping...

Promoted
INFUSE
Oklahoma City, Oklahoma
Remote

Proven experience in client success, sales development, or a related role. As a key member of our team, you will be responsible for establishing and nurturing relationships with B2B agencies, ensuring their success and satisfaction with our services. This role involves proactive communication, probl...

Dyal Agency
Norman, Oklahoma
Remote

The Dyal Agency is searching for compassionate and driven individuals to join our team as Remote Client Advisors. About the Role: As a Client Advisor, you'll build relationships with clients, educate them about life insurance, and provide exceptional customer service. You will be integral in helping...

Promoted
Professional Career Solutions
Oklahoma City, Oklahoma

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. This role is entirely remote and offers full-time/Part time hours with flexibility. Comfortable working remotely and independently. Remote position (Work from home). ...

Promoted
Clean Harbors
Oklahoma City, Oklahoma

Serves as a Project Manager for Clean Harbors Environmental Construction group for environmental, civil construction and demolition projects;. This position will need to be open to travel to various projects as needed. Will work remote between projects. With support of office management team, assist...

Promoted
Cook & Boardman
Oklahoma City, Oklahoma

As a Regional Sales Representative with Cook & Boardman, you must possess excellent interpersonal communication skills, a strong sense of integrity and outstanding organizational and time management skills. You must be able to lead the development and management of your territory, execute a sales st...