Virtual Sales

Nexus Life Advisors; Tempe (AZ); Hybrid; USD 50,000 - 90,000; Full time

Job summary

Nexus Life Advisors in Scottsdale, AZ, seeks a virtual sales professional for a full-time position that can be on-site or remote. You will engage clients through video calls, phone consultations, and online presentations, identifying needs and presenting tailored life and financial wellness solutions.

You will follow up with prospects, maintain CRM records, coordinate with internal teams, and participate in ongoing training to improve sales techniques and product knowledge, while meeting sales

Qualifications

• Applicants must have strong communication skills, both verbal and written.
• Exceptional customer service ability to handle inquiries and build trust.
• Proven sales skills including prospecting, consultative selling and closing.
• Experience in training and coaching teammates.
• Understanding of sales pipelines, forecasting and performance metrics.
• Experience with CRM tools and video conferencing platforms.
• Basic financial literacy and ability to work in a structured, goal-oriented environment.
• High school diploma required; post-secondary education in business or finance is a plus.

Responsibilities

• Identify client needs and present suitable life and financial solutions.
• Prospect new leads and manage follow-ups to nurture opportunities.
• Maintain accurate CRM records and coordinate with internal teams.
• Participate in sales meetings and training sessions to improve techniques.
• Track performance against targets and adjust approaches accordingly.
• Engage clients via virtual channels including video calls and online presentations.

Skills

Communication skills

Customer service

Sales skills

Training & coaching

Sales management

CRM tools

Video conferencing

Financial literacy

Goal-oriented

Education

High school diploma

Business/Finance education

Tools

CRM software

Video conferencing platforms

Job description

Company Description

Nexus Life Advisors is a growing organization within Family First Life focused on helping individuals and families make informed decisions about life and financial wellness solutions. The company emphasizes personalized guidance, ethical practices, and long-term relationships with clients. Team members collaborate in a professional environment that values integrity, accountability, and continuous learning. Nexus Life Advisors supports the development of its sales professionals through training, performance feedback, and opportunities for advancement.

Role Description

The Virtual Sales role at Nexus Life Advisors is a full-time, on-site or remote position based in Scottsdale, AZ. In this role, the sales professional engages prospective and existing clients through virtual channels, including video calls, phone consultations, and online presentations. Day-to-day responsibilities include identifying client needs, presenting appropriate product and service solutions, managing follow-ups, and maintaining accurate records in the CRM system. The role involves coordinating with internal teams, participating in sales meetings, and contributing to ongoing training sessions to improve sales techniques and product knowledge. This position requires consistent performance against sales targets, proactive outreach to new leads, and a high level of professionalism in all client interactions.

Qualifications

• Candidates should possess strong Communication skills, including clear verbal and written interaction with clients and colleagues.


• Candidates should possess excellent Customer Service skills to handle inquiries, resolve concerns, and build trust-based client relationships.


• Candidates should possess proven Sales skills, including prospecting, consultative selling, and closing business in a virtual environment.


• Candidates should possess Training and coaching capabilities to support personal development and assist in knowledge sharing within the team.


• Candidates should possess Sales Management awareness, such as understanding pipelines, forecasting, and performance metrics.


• Additional beneficial qualifications include experience with CRM tools, comfort with video conferencing platforms, basic financial literacy, and the ability to work in a structured, goal-oriented environment.


• Previous experience in virtual or inside sales is preferred; a high school diploma is required, and post-secondary education in business, finance, or a related field is a plus.