Customer Sales Representative
The Max Spencer Co.
Remote
Company Information
Innovative company specializing in customer success and financial solutions, operating fully remote.
Responsibilities
- Initiate and nurture relationships with clients
- Conduct detailed consultations
- Present tailored financial strategies
- Guide clients through the implementation process
- Utilize CRM to manage interactions
Mandatory Requirements
- Experience in sales
- Ability to build client relationships
- Experience with CRM systems
- Strong communication skills
Preferred Requirements
- Knowledge of life insurance, IUL, and annuities
- Experience in remote work environments
Benefits
- Unlimited earning potential
- Flexible work schedule
- Access to leads
- World-class training
- Collaborative community
- Healthcare exchange options
- Life insurance opportunities