Symmetry Financial Group
1001 - 5000 employees
Founded 2009
🛡️ Insurance
💸 Finance
Insurance • Finance
Symmetry Financial Group is a U. S. -based insurance marketing organization that partners with independent agents to distribute life insurance, annuities, and other consumer-focused financial protection products. Headquartered in Swannanoa, NC, SFG emphasizes agent support through in-house contracting, service, lead generation, and product support teams, and promotes solutions including annuities, mortgage protection, final expense, retirement solutions, college savings plans, and indexed/universal life products (IUL, EIUL). The firm positions itself as a rapidly growing organization providing a competitive product portfolio and nationwide agent network to help families with financial planning and life insurance protection.
Client Support – Benefits Representative
Job not on LinkedIn
🕒 August 13
Where this job comes from
Posted on Symmetry Financial Group's careers page ↗, not through a job board
First seen by Remote Rocketship August 13
Still open on Symmetry Financial Group's site. Checked 10 hours ago.
Symmetry Financial Group
1001 - 5000 employees
Founded 2009
🛡️ Insurance
💸 Finance
Insurance • Finance
Symmetry Financial Group is a U. S. -based insurance marketing organization that partners with independent agents to distribute life insurance, annuities, and other consumer-focused financial protection products. Headquartered in Swannanoa, NC, SFG emphasizes agent support through in-house contracting, service, lead generation, and product support teams, and promotes solutions including annuities, mortgage protection, final expense, retirement solutions, college savings plans, and indexed/universal life products (IUL, EIUL). The firm positions itself as a rapidly growing organization providing a competitive product portfolio and nationwide agent network to help families with financial planning and life insurance protection.
📋 Description
• Identify client needs and recommend tailored insurance solutions • Develop and maintain strong client relationships • Generate leads through networking, referrals, and company-provided resources • Educate clients on available policies and coverage options • Follow up with prospects to close sales and maintain customer satisfaction • Stay informed about industry trends and product offerings • Work independently while collaborating with a supportive team
🎯 Requirements
• Insurance license (or willingness to obtain one – we provide guidance) • Strong communication and interpersonal skills • Self-motivated with a results-driven mindset • Ability to work independently and manage time effectively • Basic computer skills for CRM and client management
🏖️ Benefits
• Competitive commission structure with potential for bonuses • Flexible work schedule (remote position) • Comprehensive training and mentorship programs • Access to top-rated insurance carriers and products • Opportunities for career growth and leadership development • Supportive team culture with ongoing coaching and professional development
Apply Now📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Similar Jobs
🕒 August 7
Remote Arizona Client Service Coordinator managing Medicare Secondary Payer Compliance caseloads. Supporting insurers, administrators, attorneys, and customers through documentation, communication, and case processing.
🕒 August 6
Client Services Specialist supporting customers through personalized financial solutions at BHG Financial. Managing CRM records, customer communications, and client relationships in a remote role.
🕒 August 5
Client Service Representative supporting Veterans through medical records, billing, and client documentation. Delivering exceptional service remotely while maintaining accurate CRM records and coordinating with cross-functional teams.
🕒 July 30
Client Support Associate delivering customer service via multiple channels for estate planning product. Responding to client inquiries and improving AI support systems in a dynamic startup environment.
🇺🇸 United States – Remote
💵 $30 - $38 / hour
⏰ Full Time
🟢 Junior
🟡 Mid-level
📁 Client Services
🦅 H1B Visa Sponsor
🕒 July 29
Revenue Cycle Client Services Manager overseeing client relationships with Physician Billing Services. Coordinating responses to client concerns and managing onboarding activities related to revenue cycle.
