Remote Otter LogoRemoteOtter

Sales Client Associate - Fully Remote

Posted 6 weeks ago
Sales / Business
Contract
USA

Overview

An overview paragraph about the job

In Short

  • Engage with inbound inquiries and pre-qualified leads.
  • Conduct needs assessments to understand client financial objectives.
  • Present financial protection strategies including Life Insurance and Annuities.
  • Educate clients on the benefits of offerings.
  • Collaborate with a supportive team for enhanced client service.
  • Maintain accurate records of client interactions.

Requirements

  • Ability to engage with clients effectively.
  • Strong understanding of financial products.
  • Excellent communication skills.
  • Independent contractor mindset.
  • Willingness to learn and adapt.

Benefits

  • 100% remote role for work-life integration.
  • Flexible schedule with part-time or full-time options.
  • All leads provided are pre-qualified.
  • Commission-only structure with unlimited earning potential.
  • World-class training and mentorship available.
  • Access to cutting-edge digital tools at no cost.
  • Opportunity to make a tangible difference in clients' lives.
Everstead Financial logo

Everstead Financial

Everstead Financial is a dynamic financial services company dedicated to empowering individuals and families to achieve their financial goals through personalized solutions. With a focus on client-first service, Everstead Financial offers a fully remote work environment where sales professionals can thrive. The company emphasizes ongoing training and professional development, fostering a collaborative culture that prioritizes ethical standards and client satisfaction. As part of a rapidly expanding team, employees have the opportunity to grow their careers while helping clients navigate their financial futures.

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