Job Description
Job Description
T. Ray & Associates is looking for a friendly, reliable, and self-motivated Field Customer Service Representative to meet with clients who have personally requested information about our life insurance programs.
We specialize in final expense life insurance for individuals aged 55–85 — one of the most in-demand markets in the country. These clients respond to direct mail and TV advertisements, requesting someone to visit them and explain the coverage in person. You’ll be that trusted representative helping them secure peace of mind for their families.
What We Offer
At T. Ray & Associates, we believe in providing you with real support and opportunities to expand.
- Full Training Provided: You’ll receive hands-on training and mentorship from day one — no prior insurance experience required. We’ll teach you exactly what to do, how to do it, and guide you every step of the way.
- Exclusive Warm Leads: You’ll meet with clients who have already requested information and are waiting for someone like you to help them.
- Next-Day Pay: Get rewarded for your work immediately — commissions are paid within 24 hours of each completed policy.
- Bonuses & All-Expense-Paid Travel: Enjoy performance-based cash bonuses and company-paid travel incentives to exciting destinations as a reward for your success.
- Advancement Opportunities: We believe in promoting from within. As you gain experience, you’ll have the opportunity to step into leadership and management roles with higher earning potential.
- Supportive Team Culture: You’re never alone here. We work together, celebrate each other’s wins, and grow as a team.
Compensation:
$50,000 - $65,000
Responsibilities:
- Engage with clients who have requested information, providing them with clear and compassionate guidance on our life insurance programs.
- Conduct in-person meetings to explain coverage options, ensuring clients understand their choices and feel confident in their decisions.
- Build and maintain strong relationships with clients, acting as a trusted advisor and point of contact for their insurance needs.
- Collaborate with our supportive team to share insights and strategies, enhancing our collective ability to serve clients effectively.
- Utilize our exclusive warm leads to connect with potential clients, maximizing your impact and efficiency.
- Stay informed about industry trends and product updates to provide clients with the most relevant and accurate information.
- Document client interactions and feedback meticulously, ensuring seamless communication and follow-up within our team.
Qualifications:
- Experience in customer service, with a focus on building strong client relationships.
- Ability to communicate clearly and empathetically, ensuring clients feel understood and valued.
- Proven track record of working independently while effectively collaborating with a team.
- Strong organizational skills to manage client interactions and follow-ups efficiently.
- Ability to adapt to new information and industry trends, keeping clients informed and confident.
- Experience in sales or a related field is a plus, but not required.
- Comfortable conducting in-person meetings and explaining complex information in a simple way.
About Company
At T.Ray & Associates, we provide team members with the tools and resources necessary to perform their roles effectively. Apply today to join our team.