Customer Sales Representative
Everstead Financial
Remote Folsom, California, United States
About the Company
The company is focused on client success and offers flexible remote work options.
Responsibilities
- Engage with clients virtually
- Assess clients' financial needs
- Present financial strategies
- Guide clients through the process
- Manage client interactions in CRM
Required Skills
- CRM proficiency
- Experience in virtual client engagement
- Ability to present tailored financial strategies
Preferred Skills
- Experience with Life Insurance
- Experience with IUL
- Experience with Annuities
Benefits & Perks
- Unlimited earning potential
- Flexible remote work schedule
- Pre-qualified leads
- Comprehensive training and support
- Healthcare benefits