Virtual Customer Sales Rep
Summit Sky Consulting
Remote Edison, New Jersey, United States
About the Company
Summit Sky Consulting is an innovator in modern financial solutions, operating in the financial services sector.
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
Required Skills
- Strong virtual communication skills
- Time management in a remote environment
Preferred Skills
- CRM system experience
- Experience with financial products like Life Insurance, Indexed Universal Life (IUL), and Annuities
Benefits & Perks
- Work-from-home flexibility
- High-quality training
- Digital tools and personalized mentorship
- Collaborative remote community
- Life insurance opportunities
- Comprehensive healthcare exchange options