Customer Sales Representative
Joseph and Young
Remote Little Rock, Arkansas, United States
About the Company
Company empowers clients with essential solutions in the sales sector, focused on customer relationships.
Responsibilities
- Engage with pre-qualified clients
- Conduct needs assessments
- Present financial strategies via Zoom/phone
- Guide clients from inquiry to plan implementation
- Manage interactions through CRM
Required Skills
- Customer engagement
- Experience in sales
- Ability to build rapport
- Utilization of CRM systems
Preferred Skills
- Experience with financial products
- Background in life insurance and annuities
Benefits & Perks
- Uncapped earning potential
- Access to training and tools
- Mentorship
- Wellness support
- Life insurance and healthcare benefits (Exchange option)