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WFH CSR Credit Union Member Rep

GL: AO
Tulsa, OK Full Time
POSTED ON 1/7/2025
AVAILABLE BEFORE 4/6/2025

We seek motivated individuals who are dedicated to assisting others. AO South is committed to serving veterans, labor union members, credit union members, and their families by offering expert advice and support in managing their life insurance and accidental benefit choices. As a consultant, you will be instrumental in ensuring members obtain the necessary coverage to safeguard their families and their legacies. This presents a rewarding opportunity to create a significant impact while benefiting from the convenience of working from home.

Why Join Us?

  • Become part of a team committed to safeguarding families and children through financial services, offering reassurance and security to those who require it the most.
  • Experience the advantages of remote work, enabling you to establish a comfortable and efficient workspace while managing your obligations.
  • Advance your career with a company that recognizes your potential and offers pathways for growth, allowing you to develop a fulfilling career while positively impacting the lives of others.
  • Leverage your skills and knowledge to help families secure their financial futures, providing essential support and guidance to help them confidently navigate life's challenges.
  • Maintain the highest levels of integrity in all your professional interactions, ensuring that every client engagement is rooted in honesty, transparency, and reliability.

Qualifications:

  • A sincere commitment to assisting others and contributing positively to their well-being
  • Excellent communication and interpersonal abilities
  • Capability to function autonomously as well as collaboratively within a team
  • Upholding integrity and ethical standards in all professional interactions.

Responsibilities:

  • Conducting daily warm sales outreach utilizing our extensive membership database
  • Assessing the financial requirements of our members and effectively communicating the significance and advantages of supplemental benefits products
  • Delivering exceptional customer service to ensure member retention
  • Maintaining continuous communication with members during the application process, offering updates, resolving any inquiries, and providing necessary support
  • Offering continued assistance post-policy implementation, including policy evaluations, beneficiary modifications, and claims support
  • Complying with all regulatory standards and ethical guidelines related to the sale and management of life insurance policies.
     

_______________________________________________________________

We currently cannot hire non-US Residents or Citizens.  Individuals must be legally authorized to work in the US. 

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