Client Solutions Associate specializing in life insurance and financial protection, dedicated to helping individuals and families secure their future through personalized coverage solutions. Passionate about building lasting relationships, providing clear guidance, and delivering dependable service.
Responsibilities include, but are not limited to:
Consult with individuals and families to assess financial needs and recommend appropriate life insurance and protection solutions.
Educate clients on policy options, coverage levels and long-term financial benefits.
Build and maintain strong client relationship through consistent communication and follow-up.
Conduct virtual appoints to review policies and provide personalized guidance.
Support clients throughout the application, underwriting and policy issuance process.
Maintain accurate client records and documentation in compliance with industry regulations.
Collaborate with team members and leadership to achieve service goals.
Develop and implement outreach strategies.
Stay current on insurance products, compliance standards and market trends.
Strong interpersonal and communication skills, with the ability to build client trust.
Ability to explain complex financial and insurance concepts in a clear, relatable way.
Customer-focused mindset with consultative, solution-oriented approach.
Proven ability to meet performance goals in a fast-paced environment.
Self-motivated with strong time management and organizational skills.
Comfortable conducting virtual client consultations via zoom.
Proficient with CRM systems, digital applications and virtual meeting platforms.
High level of professionalism, integrity and attention to detail.
Willingness to participate in ongoing training and professional development.
The Zuzick Organization of Globe Life is one of the fastest-growing agencies in the country, specializing in virtual sales and leadership development. We represent over 40,000 groups and unions across North America, providing essential benefits to hardworking families who request our services. Our agents don’t cold call or chase leads; instead, they work exclusively with vetted, inbound members and associations. Through Globe Life’s blueprint, we help protect working-class families while giving young, driven professionals a platform to fast-track their financial freedom. We’re looking for "business athletes"—competitive, entrepreneurial individuals who want a real shot at building a six-figure income early in their career without sacrificing lifestyle or flexibility.
The company invests heavily in its people through world-class incentives like company-paid trips, bonuses, and equity opportunities. The Zuzick Organization is known for turning ambitious college students and young professionals into confident, high-earning leaders. If you’re the type who likes to win, build real wealth, and get paid what you’re worth, we might just be the right fit.