Customer Sales Representative
Joseph and Young
Remote United States
Company Information
Not specified
Responsibilities
- Guide clients to financial solutions
- Engage with pre-qualified clients
- Present tailored financial strategies
- Guide clients from inquiry to implementation
- Manage interactions using CRM
Mandatory Requirements
- Client engagement
- Needs assessment
- Solution presentation
- CRM utilization
- Exceptional virtual communication
Preferred Requirements
- Proactive problem-solving
- Building rapport
Benefits
- Uncapped earning potential
- Access to training and tools
- Mentorship
- Wellness support
- Opportunities for life insurance and healthcare benefits