Customer Sales Representative
The Max Spencer Co.
Remote United States
Company Information
Innovative company providing customer-focused sales solutions. Fully remote team.
Responsibilities
- Initiate and nurture connections with pre-qualified clients
- Conduct in-depth consultations
- Present tailored financial strategies
- Guide clients through the implementation process
- Utilize CRM for client interactions
Mandatory Requirements
- Excellent virtual communication skills
- Experience in client relationship management
- Ability to conduct consultations
- Familiarity with CRM systems
- Independent work capability
Preferred Requirements
- Experience with Life Insurance, Indexed Universal Life (IUL), and Annuities
Benefits
- Competitive commission structure
- Flexible work schedule
- Access to qualified leads
- Mentorship from industry leaders
- Wellness support including life insurance and healthcare options