Remote Sales Customer Representative
About the Company
SureGuard offers financial solutions, operates in the finance sector, and involves remote work.
Responsibilities
- Engage with pre-qualified individuals and families
- Understand clients' financial situations and goals
- Present tailored financial solutions
- Guide clients through the implementation process
- Track and manage client interactions using CRM
Required Skills
- Ability to engage with clients virtually
- Experience in financial solutions like Life Insurance and Annuities
- Proficiency with CRM tools
Benefits & Perks
- Unlimited earning potential with uncapped commissions
- Flexible remote schedule
- No cold calling
- Comprehensive training and mentorship
- Wellness benefits including life insurance and healthcare