Virtual Sales Client Associate - Remote

Overview

As a Virtual Sales Client Associate, you'll play a pivotal role in guiding clients toward sound financial decisions from the comfort of your home office.

In Short

• Engage with pre-qualified clients through virtual channels.
• Conduct comprehensive needs assessments to identify optimal solutions.
• Articulate personalized financial strategies through virtual presentations.
• Oversee the client journey from initial contact to plan activation.
• Utilize CRM to maintain accurate records and manage interactions.

Requirements

• Exceptional virtual communication skills.
• Self-motivated and accountable in a home office setting.
• Proactive problem-solving approach.
• Passion for advocating for clients' financial well-being.

Benefits

• Uncapped commission potential.
• Flexible remote work schedule.
• Quality leads provided, no cold calls.
• Access to training, tools, and mentorship.
• Supportive community of professionals.
• Wellness opportunities including life insurance and healthcare benefits.