Remote Sales Customer Representative
SureGuard
Remote Salt Lake City, Utah, United States
About the Company
SureGuard provides financial solutions through remote sales, focused on life insurance and annuities.
Responsibilities
- Connect with clients virtually
- Understand financial situations and goals
- Present tailored financial strategies
- Guide clients through the process
- Manage client relationships using CRM
Required Skills
- Virtual communication
- Engaging with clients
- Understanding financial needs
- Presenting Life Insurance solutions
- Using CRM for client management
Preferred Skills
- Building rapport remotely
- Proactive problem-solving
- Independent work environment
Benefits & Perks
- Unlimited earning potential
- Flexible remote schedule
- Supportive training and mentorship
- Wellness focus with life insurance and healthcare benefits