Customer Sales Representative
Joseph and Young
Remote United States
Company Information
Company focuses on providing financial solutions with a dynamic team
Responsibilities
- Engage with pre-qualified clients
- Conduct needs assessments
- Present tailored financial strategies
- Guide clients from inquiry to plan implementation
- Utilize CRM for managing interactions
Mandatory Requirements
- Exceptional Virtual Communication skills
- Proactive Problem-Solving
- Client Advocacy
Preferred Requirements
- Experience with CRM
Benefits
- Uncapped earning potential
- Wellness support
- Life insurance and healthcare benefits