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Customer Sales Representative - Remote

Customer Sales Representative - Remote

Everstead FinancialOakland, CA, US
30+ days ago
Job type
  • Full-time
  • Remote
  • Quick Apply
Job description

Unlock your potential from anywhere.

We're building a passionate team dedicated to client success and flexible remote work.

We are seeking a results-oriented and customer-centric Customer Sales Representative to join our expanding work-from-home team.

If you're eager to build a rewarding career by providing vital financial solutions and appreciate a flexible, independent environment, this remote position offers an exceptional path to success.

Your Day-to-Day as a Remote Customer Sales Representative :

  • You will be instrumental in guiding clients toward informed financial decisions.

This includes :

  • Virtual Client Engagement : Establishing and nurturing connections with pre-qualified individuals and families.

    • Personalized Needs Assessment :

  • Gaining a deep understanding of clients' financial situations and aspirations.

    • Strategic Solution Presentation :

  • Delivering clear and compelling presentations of tailored financial strategies (Life Insurance, IUL, Annuities) via virtual platforms.

    • End-to-End Client Guidance :

  • Ensuring a smooth and seamless experience from initial contact through plan implementation.

    • CRM Proficiency :

  • Efficiently managing client interactions and data within our CRM system.
  • Why Join Our Team?

    • Unlimited Earning Potential :

  • Your effort directly impacts your income with an uncapped commission structure.

    • Flexible Remote Work :

  • Design a schedule that truly supports your work-life balance from your home office.

    • Pre-Qualified Leads Provided :

  • Dedicate your time to building relationships, not cold calling.

    • Comprehensive Support :

  • Benefit from extensive training, cutting-edge tools, and invaluable mentorship.

    • Strong Community :

  • Become part of a collaborative and supportive network of peers.

    • Benefits Access :

  • Opportunities for life insurance and healthcare benefits to support your well-being.

    • We're Looking For Individuals Who Are :

  • Exceptional Virtual Communicators : Capable of establishing rapport and clearly articulating complex information remotely.

    • Highly Self-Motivated & Disciplined :

  • Thrive in an independent, home-based work environment.

    • Proactive Problem-Solvers :

  • Results-driven and dedicated to finding the best solutions for clients.

    • Dedicated Client Advocates :

  • Passionate about positively impacting clients' financial futures.

    • Important Notice :

  • This is an independent contractor (1099) role.
  • All compensation is commission-based.
  • Ready to shape your professional destiny in a dynamic remote sales landscape?

    • Explore this exciting opportunity and apply now!   Powered by JazzHR

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