Customer Sales Representative
Everstead Financial
Remote Chattanooga, Tennessee, United States
About the Company
Company focuses on providing financial solutions, operates in the financial services sector, size not specified.
Responsibilities
- Establishing and nurturing connections with clients
- Conducting personalized needs assessments
- Presenting tailored financial strategies
- Providing end-to-end client guidance
- Managing client interactions within CRM system
Required Skills
- CRM Proficiency
- Experience in virtual client engagement
- Knowledge of financial strategies (Life Insurance, IUL, Annuities)
Benefits & Perks
- Unlimited earning potential
- Flexible remote work
- Pre-qualified leads provided
- Comprehensive training and support
- Opportunities for life insurance and healthcare benefits