Sales Customer Representative

Business Development RepBusiness Development RepFull TimeRemoteTeam 11-50

Location

United States

Posted

12 days ago

Salary

Not specified

No structured requirement data.

Job Description

This role involves engaging with clients to provide personalized financial solutions. Client Engagement: Nurture connections with pre-qualified clients virtually. Needs Assessment: Understand clients' situations and aspirations. Solution Presentation: Clearly present tailored financial strategies via Zoom/phone. Seamless Journey: Guide clients from inquiry to plan implementation. Efficient Workflow: Utilize CRM for managing interactions.

Job Requirements

  • Exceptional Virtual Communicators: Build rapport and convey complex info remotely.
  • Proactive Problem-Solvers: Results-driven and committed to client solutions.
  • Client Advocates: Passionate about positive financial impact.
  • This is an independent contractor (1099) position.
  • Compensation is solely commission-based.

Benefits

  • Uncapped Earning Potential: Your hard work directly shapes your income with uncapped commissions.
  • Full-time opportunity offering consistent hours, stable income potential, and long-term career growth within a supportive remote environment.
  • Pre-Qualified Leads: Focus on building rapport; no cold calling!
  • Robust Growth & Support: Access training, tools, and mentorship.
  • Collaborative Community: Join a supportive network of peers.
  • Wellness Support: Opportunities for life insurance and healthcare benefits (Exchange option).

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