Customer Sales Representative
Everstead Financial
Remote Boulder, Colorado, United States
About the Company
A company focused on providing financial solutions, operating in the financial services sector, size not specified.
Responsibilities
- Guiding clients toward informed financial decisions
- Establishing and nurturing client connections
- Conducting personalized needs assessments
- Delivering presentations of tailored financial strategies
- Ensuring a smooth end-to-end client experience
- Managing client interactions within a CRM system
Required Skills
- CRM proficiency
- Experience in virtual client engagement
- Ability to present financial strategies
Preferred Skills
- Experience with Life Insurance, IUL, Annuities
Benefits & Perks
- Unlimited earning potential through uncapped commissions
- Flexible remote work schedule
- Pre-qualified leads provided
- Comprehensive training and support
- Life insurance and healthcare benefits