Remote Sales Client Representative
Everstead Financial
Remote New York, United States
About the Company
A company focused on client success, offering financial solutions through a remote work model.
Responsibilities
- Engage with pre-qualified clients via online and phone consultations
- Assess client financial needs and goals
- Present tailored product solutions
- Guide clients through the process from contact to implementation
- Maintain accurate records in CRM
Required Skills
- Excellent virtual communication skills
- Self-motivation
- Discipline
- Client-focused attitude
- Solution-focused problem-solving skills
Preferred Skills
- Experience with life insurance, IULs, and annuities
- Experience with CRM systems
Benefits & Perks
- Uncapped commission structure
- Flexible work-from-home schedule
- Pre-qualified leads provided
- Comprehensive training and support
- Supportive team culture
- Opportunities for life insurance and healthcare benefits