Customer Sales Representative
Joseph and Young
Remote Warwick, Rhode Island, United States
About the Company
Not specified
Responsibilities
- Nurture connections with pre-qualified clients
- Understand clients' situations and aspirations
- Present tailored financial strategies via Zoom/phone
- Guide clients from inquiry to plan implementation
- Utilize CRM for managing interactions
Required Skills
- Exceptional Virtual Communication skills
- Proactive Problem-Solving skills
- Client Advocacy skills
Preferred Skills
- Experience with Life Insurance
- Experience with Indexed Universal Life (IUL)
- Experience with Annuities
Benefits & Perks
- Life insurance opportunities
- Healthcare benefits (Exchange option)