Customer Sales Representative - Remote

Joseph and Young • Pleasanton, CA

64d

About The Position

As a Remote Customer Sales Representative, you'll be the crucial link guiding clients to smart financial solutions. You'll engage with individuals and families, providing personalized strategies for Life Insurance, Indexed Universal Life (IUL), and Annuities. This position offers a flexible, independent work environment where you can thrive and excel at building relationships with clients.

Requirements

• Exceptional virtual communication skills to build rapport and convey complex information remotely.
• Proactive problem-solving skills with a results-driven mindset.
• Passion for advocating positive financial impact for clients.

Responsibilities

• Nurture connections with pre-qualified clients virtually.
• Understand clients' situations and aspirations through needs assessment.
• Clearly present tailored financial strategies via Zoom/phone.
• Guide clients from inquiry to plan implementation.
• Utilize CRM for managing interactions.

Benefits

• Uncapped earning potential with commission-based compensation.
• Access to training, tools, and mentorship.
• Opportunities for life insurance and healthcare benefits (Exchange option).
• Join a supportive network of peers.

What This Job Offers

• Career Level: Entry Level