Customer Sales Representative
Everstead Financial
Remote Mentor, Ohio, United States
About the Company
Company focuses on providing financial solutions, operates in the financial services sector, and has a remote work culture.
Responsibilities
- establishing and nurturing connections with pre-qualified individuals and families
- gaining a deep understanding of clients' financial situations and aspirations
- delivering clear and compelling presentations of tailored financial strategies
- ensuring a smooth and seamless experience from initial contact through plan implementation
- efficiently managing client interactions and data within the CRM system
Required Skills
- virtual client engagement
- personalized needs assessment
- strategic solution presentation
- end-to-end client guidance
- CRM proficiency
- experience in life insurance, IUL, and annuities
Benefits & Perks
- unlimited earning potential
- flexible remote work
- pre-qualified leads provided
- comprehensive support
- strong community
- opportunities for life insurance and healthcare benefits