Remote Sales Customer Representative
About the Company
SureGuard is involved in providing financial solutions, focusing on life insurance and annuities.
Responsibilities
- Engaging virtually with clients
- Understanding clients' financial situations and goals
- Presenting tailored financial solutions
- Guiding clients through the process
- Managing relationships using CRM
Required Skills
- Strong virtual communication skills
- Ability to build rapport remotely
- Self-starter
- Accountability
- Independent work environment
Preferred Skills
- Proactive problem-solving
- Results-oriented mindset
- Client advocacy
Benefits & Perks
- Unlimited earning potential with uncapped commissions
- Flexible remote schedule
- No cold calling
- Comprehensive training and tools
- Dedicated mentorship
- Wellness-focused opportunities