Customer Sales Representative
Joseph and Young
Remote United States
Company Information
The company is focused on empowering clients with essential financial solutions. It operates in the financial services sector.
Responsibilities
- Engage with clients to understand their needs
- Present tailored financial solutions
- Guide clients from inquiry to plan implementation
- Manage client interactions via CRM
Mandatory Requirements
- Strong communication skills
- Experience with client engagement
- Ability to present financial strategies
- Familiarity with CRM tools
Preferred Requirements
- Experience in sales
- Knowledge of financial products like Life Insurance and Annuities
Benefits
- Uncapped commissions
- Access to training and mentorship
- Opportunities for life insurance and healthcare benefits