Customer Sales Representative - Remote
12/20/2025
As a Remote Customer Sales Representative, you will guide clients in making informed financial decisions through virtual engagement and personalized needs assessments. You will present tailored financial strategies and ensure a seamless client experience from initial contact to plan implementation.
Working Hours
40 hours/week
Language
English
Visa Sponsorship
No
No description available for this Company.
We are seeking a results-oriented and customer-centric Customer Sales Representative to join our expanding work-from-home team. If you're eager to build a rewarding career by providing vital financial solutions and appreciate a flexible, independent environment, this remote position offers an exceptional path to success.
Your Day-to-Day as a Remote Customer Sales Representative:
You will be instrumental in guiding clients toward informed financial decisions. This includes:
- Virtual Client Engagement: Establishing and nurturing connections with pre-qualified individuals and families.
- Personalized Needs Assessment: Gaining a deep understanding of clients' financial situations and aspirations.
- Strategic Solution Presentation: Delivering clear and compelling presentations of tailored financial strategies (Life Insurance, IUL, Annuities) via virtual platforms.
- End-to-End Client Guidance: Ensuring a smooth and seamless experience from initial contact through plan implementation.
- CRM Proficiency: Efficiently managing client interactions and data within our CRM system.
- Unlimited Earning Potential: Your effort directly impacts your income with an uncapped commission structure.
- Flexible Remote Work: Design a schedule that truly supports your work-life balance from your home office.
- Pre-Qualified Leads Provided: Dedicate your time to building relationships, not cold calling.
- Comprehensive Support: Benefit from extensive training, cutting-edge tools, and invaluable mentorship.
- Strong Community: Become part of a collaborative and supportive network of peers.
- Benefits Access: Opportunities for life insurance and healthcare benefits to support your well-being.
- Exceptional Virtual Communicators: Capable of establishing rapport and clearly articulating complex information remotely.
- Highly Self-Motivated & Disciplined: Thrive in an independent, home-based work environment.
- Proactive Problem-Solvers: Results-driven and dedicated to finding the best solutions for clients.
- Dedicated Client Advocates: Passionate about positively impacting clients' financial futures.
Ready to shape your professional destiny in a dynamic remote sales landscape? Explore this exciting opportunity and apply now!
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