Customer Sales Representative
Joseph and Young
Remote United States
Company Information
Company provides financial solutions and services, operating in the sales sector with a dynamic team.
Responsibilities
- Engage with individuals and families to provide personalized financial strategies
- Nurture connections with pre-qualified clients virtually
- Understand clients' situations and aspirations through needs assessment
- Clearly present tailored financial strategies via Zoom/phone
- Guide clients from inquiry to plan implementation
- Utilize CRM for managing interactions
Mandatory Requirements
- Exceptional virtual communication skills
- Proven ability to build rapport
- Experience in client engagement
- Proficiency in solution presentation
- Utilization of CRM for managing interactions
Benefits
- Uncapped earning potential
- Pre-qualified leads
- Access to training, tools, and mentorship
- Supportive network of peers
- Opportunities for life insurance and healthcare benefits