Customer Sales Representative
The Max Spencer Co.
Remote United States
Company Information
Company offers a remote team environment focused on customer success and financial solutions.
Responsibilities
- Initiate and nurture connections with pre-qualified clients
- Conduct in-depth consultations to understand financial situations
- Present tailored financial strategies via Zoom or phone
- Guide clients through the implementation process
- Utilize CRM system for client interaction management
Mandatory Requirements
- Ability to engage with clients virtually
- Experience in building client relationships
- Knowledge of financial products such as Life Insurance and Annuities
- Proficiency in CRM systems
Benefits
- Unlimited earning potential
- Flexible work schedule
- Qualified leads provided
- Access to training and mentorship
- Comprehensive wellness support including life insurance and healthcare options