Entry Level Sales Customer Representative
Vanguard Nexus
Remote Gilbert, Arizona, United States
About the Company
Company offers a remote sales position for financial products, focusing on a work-life balance.
Responsibilities
- Work with warm, pre-qualified leads
- Conduct financial assessments
- Present tailored solutions
- Meet clients via Zoom, phone, or locally
- Build relationships
- Stay organized using CRM tools
Required Skills
- Professional communication
- Relationship building
- Self-motivated
- Results-driven
Preferred Skills
- Experience with CRM tools
- Financial assessments
- Life Insurance
- IUL
- Annuities
Benefits & Perks
- Unlimited commissions
- 3-4 day workweek
- All-paid travel incentives
- Training and mentorship
- Life insurance
- Healthcare options