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Upload Your ResumeAbout This Role
This role involves working with individuals and families who have requested information on financial services and insurance, guiding conversations, answering questions, and helping clients move forward with confidence in a consultative, client-focused manner.
Responsibilities
- Work with individuals and families who have requested information
- Conduct virtual conversations via Zoom or phone
- Follow a service-first, consultative process
- Learn and apply company systems and tools
- Participate in ongoing training and development
- Build long-term client and team relationships
Qualifications
- Prior experience in sales or customer-facing roles is helpful but not required.
Nice to Have
- Prior experience in sales or customer-facing roles
Skills
Zoom
*
* Required skills
About The Locklear Agency
An established organization built on vision, integrity, and a commitment to serving families at a high level, helping people protect what matters most with a modern approach combining technology, streamlined systems, and genuine human connection.
Finance
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