Virtual Customer Sales Representative
Summit Sky Consulting
Remote Newark, Ohio, United States
About the Company
Summit Sky Consulting is an innovator in modern financial solutions, focusing on remote employment.
Responsibilities
- Engage virtually with warm leads
- Conduct detailed consultations to understand client needs
- Present customized financial strategies
- Support clients throughout the entire process
- Use CRM system to manage client interactions efficiently
Required Skills
- Strong virtual communication skills
- Self-driven time management in a remote environment
- Ability to build trust and explain information clearly
Preferred Skills
- Experience in financial products like Life Insurance, Indexed Universal Life (IUL), and Annuities
- Familiarity with CRM systems
Benefits & Perks
- Work-from-home flexibility
- High-quality training and mentoring
- Collaborative remote community
- Life insurance opportunities
- Comprehensive healthcare exchange options (medical, dental, vision)