Customer Sales Representative

The Max Spencer Co.

Remote United States

Company Information

Innovative company focusing on customer sales in a fully remote environment

Responsibilities

  • Initiate and nurture connections with pre-qualified clients
  • Conduct in-depth consultations
  • Present tailored financial strategies
  • Guide clients through the process
  • Manage client interactions using CRM

Mandatory Requirements

  • Exceptional virtual communication skills
  • Strong initiative
  • Effective time management
  • Ability to build rapport
  • Proficient in CRM systems

Preferred Requirements

  • Experience in financial services
  • Knowledge of life insurance and annuities

Benefits

  • Unlimited earning potential with uncapped commissions
  • Flexible work schedule
  • Provided qualified leads
  • Access to training and mentorship
  • Comprehensive wellness support including life insurance and healthcare options
  • Collaborative community support