Sales Consultant - Remote

Overview

The Sales Consultant at Everstead Financial will connect with clients remotely, helping them make informed financial decisions and guiding them toward suitable financial products.

In Short

• Conduct virtual consultations with prospective clients to assess their financial needs and goals.
• Recommend suitable financial products, including insurance policies and investment solutions.
• Follow up on leads and generate new opportunities through proactive outreach.
• Maintain detailed records of client interactions using CRM tools.
• Meet and exceed sales targets on a monthly and quarterly basis.
• Stay current on financial products and market trends.
• Collaborate with internal teams for a positive client experience.

Requirements

• Proven experience in financial sales or a related consultative sales environment.
• Excellent communication, presentation, and interpersonal skills.
• Ability to explain complex financial products clearly.
• Comfortable working independently in a remote setting.
• High school diploma or equivalent required (Bachelor's degree preferred).
• Active insurance or financial services license(s) preferred.

Benefits

• Fully remote, flexible work environment.
• Ongoing training and professional development.
• Opportunity for growth within the financial services team.
• Collaborative, client-focused culture.