Ondrick Agency · 4 hours ago
Customer Relations Specialist - Work from Home - Remote
United States
Full-time
Remote
New Grad, Entry LevelOndrick Agency is a company in the financial services sector, seeking a Customer Relations Specialist. In this role, you will guide clients through their retirement needs, assess financial requirements, and provide exceptional customer service.
Insurance
No H1B
Hiring Manager
Eric Ondrick
Responsibilities
Conduct virtual consultations with clients to assess their life insurance and financial protection needs
Recommend personalized insurance solutions using our network of top-rated carriers
Guide clients through the application and coverage process, ensuring clarity and understanding
Provide ongoing support and relationship management for clients
Maintain accurate records and adhere to regulatory and compliance requirements
Collaborate with your team and management to meet professional goals
Qualification
Required
Motivated, reliable, and eager to learn
Confident communicator who enjoys helping others
Organized, proactive, and goal-oriented
Professional attitude with strong integrity and accountability
U.S. citizen or permanent resident
Benefits
Comprehensive training and full support during the onboarding process
Pre-qualified client leads available — no cold calling required
Fully remote position with flexible scheduling - work when it works for you
Mentorship and ongoing professional development
Opportunities for long-term career growth, leadership, and specialization in financial services
Company
Ondrick Agency
I Help Ambitious Sales People Create Permanent Passive Income by Working Hand In Hand with Professionals so they can Double Their Annual Revenue
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase