Customer Sales Representative
Joseph and Young
Remote Pflugerville, Texas, United States
About the Company
Company seeks dedicated Customer Sales Representatives to provide financial solutions.
Responsibilities
- Engage with pre-qualified clients
- Conduct needs assessments
- Present financial strategies to clients
- Guide clients from inquiry to implementation
- Manage interactions using CRM
Required Skills
- Ability to engage with clients virtually
- Experience with needs assessment
- Capability to present tailored strategies via Zoom/phone
- Proficiency using CRM tools
- Experience in sales
Preferred Skills
- Experience with financial products such as Life Insurance, Indexed Universal Life (IUL), and Annuities
- Experience in customer relationship management
Benefits & Perks
- Uncapped commissions
- Training and mentorship
- Supportive community
- Wellness support including life insurance and healthcare benefits