Customer Sales Rep (Remote and Trainings provided)
About The Position
Unlock your potential from anywhere. We’re building a motivated, growth-driven team focused on client success and flexible remote work. If you’re looking for a meaningful career helping individuals and families with financial solutions while enjoying the freedom of working from home this role is an excellent fit. Position Overview We’re seeking a results-oriented Customer Sales Representative to join our expanding team. In this role, you’ll connect with pre-qualified clients, understand their financial needs, and guide them toward smart, personalized solutions. If you thrive in a client-focused, independent environment, this opportunity offers unlimited earning potential and long-term growth.
Requirements
- Excellent Virtual Communicators: Able to explain information clearly and build rapport remotely.
- Self-Motivated & Disciplined: Comfortable managing your own schedule and working independently.
- Solution-Focused Problem Solvers: Driven to help clients make confident financial decisions.
- Client-Focused Professionals: Passionate about making a positive difference in clients’ financial futures.
Responsibilities
- Engage Virtually With Clients: Build relationships with pre-qualified individuals and families through online and phone consultations.
- Assess Client Needs: Understand each client’s financial goals and current situation
- Present Tailored Solutions: Deliver clear, customized recommendations for products such as Life Insurance, IULs, and Annuities using virtual tools.
- Guide Clients Through the Process: Support clients from first contact through plan implementation for a seamless experience.
- Maintain CRM Accuracy: Track interactions, follow-ups, and client data in our CRM system.
Benefits
- Uncapped Commission: Your income is fully performance-driven, no limits on earning potential.
- Flexible Work-From-Home Schedule: Build a routine that supports your personal and professional life.
- Pre-Qualified Leads Provided: Spend more time helping clients, not cold calling.
- Comprehensive Training & Support: Access mentorship, training, and modern digital tools to help you succeed.
- Supportive Team Culture: Join a collaborative, encouraging community of professionals.
- Benefits Access: Opportunities for life insurance and healthcare benefits.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
