Customer Sales Representative - Remote

Joseph and Young • Oyster Bay, NY

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 while building relationships with clients. The role emphasizes client engagement, needs assessment, solution presentation, and guiding clients through their financial journey.

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 pre-qualified leads, eliminating cold calling.
• Robust growth and support through training, tools, and mentorship.
• Wellness support including life insurance and healthcare benefits (Exchange option).
• Join a collaborative community of supportive peers.

What This Job Offers

• Career Level: Entry Level