Customer Sales Representative - Remote

Overview

As a Customer Sales Representative, you'll be the crucial link guiding clients to smart financial solutions, engaging with individuals and families to provide personalized strategies.

In Short

• Uncapped earning potential with commission-based compensation.
• Focus on building rapport with pre-qualified leads; no cold calling.
• Access to training, tools, and mentorship for robust growth.
• Join a collaborative community of supportive peers.
• Opportunities for wellness support, including life insurance and healthcare benefits.
• Nurture client connections virtually.
• Conduct needs assessments to understand client situations.
• Present tailored financial strategies via Zoom/phone.
• Guide clients from inquiry to plan implementation.
• Utilize CRM for managing interactions efficiently.

Requirements

• Exceptional virtual communication skills.
• Proactive problem-solving attitude.
• Passionate about making a positive financial impact.
• Ability to work independently as an independent contractor.

Benefits

• Flexible work environment.
• Mentorship and training opportunities.
• Supportive community of peers.
• Commission-based earning potential.