Customer Sales Representative
Joseph and Young
Remote Cheyenne, Wyoming, United States
About the Company
Company focused on providing financial solutions, operating in the customer sales sector.
Responsibilities
- Guide clients to financial solutions
- Nurture connections with pre-qualified clients
- Understand clients' situations and aspirations
- Present tailored financial strategies
- Guide clients from inquiry to plan implementation
- Manage interactions using CRM
Required Skills
- Building relationships
- Client engagement
- Needs assessment
- Solution presentation
- CRM utilization
Preferred Skills
- Virtual communication
- Proactive problem-solving
Benefits & Perks
- Uncapped earning potential
- Access to training, tools, and mentorship
- Supportive community
- Wellness support
- Opportunities for life insurance and healthcare benefits