Customer Sales Representative - Remote

Joseph and Young; San Diego (CA); Remote; USD 80,000 - 100,000; Full time

Job summary

A leading financial services firm is looking for a motivated Remote Customer Sales Representative to engage with clients and provide tailored financial strategies. This commission-based independent contractor position is perfect for individuals who excel in virtual communication and are passionate about making a positive impact through financial solutions. Join a dynamic team today!

Benefits

Uncapped earning potential

Pre-qualified leads

Wellness support

Qualifications

• Exceptional virtual communication skills to build rapport remotely.
• Proactive problem-solvers who are results-driven.
• Passionate client advocates focused on positive financial impact.

Responsibilities

• Engage with pre-qualified clients virtually and nurture connections.
• Understand clients' situations and aspirations through needs assessment.
• Present tailored financial strategies clearly via Zoom/phone.
• Guide clients seamlessly from inquiry to plan implementation.
• Utilize CRM for managing client interactions.

Skills

Virtual communication

Client engagement

Problem-solving

Tools

CRM software

Job description

Customer Sales Representative (Remote): Your Next Career Opportunity!

Are you a highly motivated and customer-focused individual looking for a rewardingcareer? We're seeking dedicated Customer Sales Representatives to join a dynamic team, empowering clients with essential solutions. If you excel at building relationships and thrive in a flexible, independent environment, this remote position is your chance to shine.

Why This Opportunity Stands Out:

• Uncapped Earning Potential: Your hard work directly shapes your income with uncapped commissions.

• Pre-Qualified Leads: Focus on building rapport; no cold calling!

• Robust Growth & Support: Access training, tools, and mentorship.

• Collaborative Community: Join a supportive network of peers.

• Wellness Support: Opportunities for life insurance and healthcare benefits (Exchange option).

What You'll Be Doing:

As a Remote Customer Sales Representative, you'll be the crucial link guiding clients to smart financial solutions. You'll engage with individuals and families, providing personalized strategies for Life Insurance, Indexed Universal Life (IUL), and Annuities.

• Client Engagement: Nurture connections with pre-qualified clients virtually.

• Needs Assessment: Understand clients' situations and aspirations.

• Solution Presentation: Clearly present tailored financial strategies via Zoom/phone.

• Seamless Journey: Guide clients from inquiry to plan implementation.

• Efficient Workflow: Utilize CRM for managing interactions.

Who We're Seeking:

• Exceptional Virtual Communicators: Build rapport and convey complex info remotely.

• Proactive Problem-Solvers: Results-driven and committed to client solutions.

• Client Advocates: Passionate about positive financial impact.

Important Note: This is an independent contractor (1099) position. Compensation is solely commission-based.

Ready to take charge of your professional destiny in a dynamic remote sales environment? Explore this exciting opportunity and apply today!