Customer Sales Representative
Joseph and Young
Remote United States
Company Information
The company is seeking Customer Sales Representatives to provide financial solutions, operates in the sales sector, and is likely of medium size.
Responsibilities
- Engage with pre-qualified clients virtually
- Conduct needs assessments of clients' situations
- Present tailored financial strategies via Zoom/phone
- Guide clients from inquiry to plan implementation
- Manage interactions using CRM
Mandatory Requirements
- Exceptional Virtual Communication
- Client Engagement
- Proactive Problem-Solving
- CRM Utilization
Benefits
- Uncapped commissions
- Access to training, tools, and mentorship
- Life insurance opportunities
- Healthcare benefits (Exchange option)