Customer Sales Representative
Joseph and Young
Remote Atlanta, Georgia, United States
About the Company
A company focused on providing financial solutions, operating in the financial services sector.
Responsibilities
- Engage with pre-qualified clients virtually
- Assess clients' situations and aspirations
- Present tailored financial strategies via Zoom or phone
- Guide clients from inquiry to plan implementation
- Utilize CRM for managing client interactions
Required Skills
- Customer engagement skills
- Experience in virtual communication
- Ability to assess client needs
- Experience with CRM systems
Preferred Skills
- Knowledge of Life Insurance
- Knowledge of Indexed Universal Life (IUL)
- Knowledge of Annuities
Benefits & Perks
- Uncapped earning potential
- Access to training and tools
- Mentorship opportunities
- Wellness support, including life insurance and healthcare options
- Collaborative community of peers