Customer Sales Representative - Remote

12/21/2025

As a Remote Customer Sales Representative, you'll engage with clients to provide personalized financial strategies. You'll guide clients from inquiry to plan implementation while nurturing connections with pre-qualified clients.

Working Hours

40 hours/week

Company Size

11-50 employees

Language

English

Visa Sponsorship

About The Company

"Welcome to Joseph and Young Financial Services! At Joseph and Young, our unwavering commitment is to empower individuals and businesses to navigate the intricate world of financial services and insurance. With extensive industry experience, our expert team specializes in crafting tailored solutions to safeguard your financial future and protect your most valued assets. Our core mission is to arm clients with the knowledge and tools necessary for making well-informed financial decisions. Whether your needs encompass insurance coverage, retirement planning, investment strategies, or wealth management, our dedicated professionals are here to provide comprehensive guidance throughout your financial journey. Distinguished by a reputation for transparency, integrity, and an unwavering client-centric ethos, Joseph and Young places your financial objectives at the forefront. We tirelessly customize strategies to harmonize with your unique goals and aspirations. Embark on the path to financial triumph and tranquility with us. Stay connected to access industry insights, invaluable financial advice, and the latest developments in insurance and finance. Let us collaborate in shaping a brighter financial future. Reach out to us for a consultation, and commence the discussion on realizing your financial aspirations today. 🚀 #JosephAndYoungFinancial #FinancialServices #Insurance #WealthManagement #ExpertAdvisors"

About the Role

Customer Sales Representative (Remote): Your Next Career Opportunity!

Are you a highly motivated and customer-focused individual looking for a rewarding career? We're seeking dedicated Customer Sales Representatives to join a dynamic team, empowering clients with essential solutions. If you excel at building relationships and thrive in a flexible, independent environment, this remote position is your chance to shine.

Why This Opportunity Stands Out:

Uncapped Earning Potential: Your hard work directly shapes your income with uncapped commissions.
Pre-Qualified Leads: Focus on building rapport; no cold calling!
Robust Growth & Support: Access training, tools, and mentorship.
Collaborative Community: Join a supportive network of peers.
Wellness Support: Opportunities for life insurance and healthcare benefits (Exchange option).

What You'll Be Doing:

As a Remote Customer Sales Representative, you'll be the crucial link guiding clients to smart financial solutions. You'll engage with individuals and families, providing personalized strategies for Life Insurance, Indexed Universal Life (IUL), and Annuities.

Client Engagement: Nurture connections with pre-qualified clients virtually.
Needs Assessment: Understand clients' situations and aspirations.
Solution Presentation: Clearly present tailored financial strategies via Zoom/phone.
Seamless Journey: Guide clients from inquiry to plan implementation.
Efficient Workflow: Utilize CRM for managing interactions.

Who We're Seeking:

Exceptional Virtual Communicators: Build rapport and convey complex info remotely.
Proactive Problem-Solvers: Results-driven and committed to client solutions.
Client Advocates: Passionate about positive financial impact.

Important Note: This is an independent contractor (1099) position. Compensation is solely commission-based.

Ready to take charge of your professional destiny in a dynamic remote sales environment? Explore this exciting opportunity and apply today!

Key Skills

Customer FocusRelationship BuildingVirtual CommunicationProblem SolvingClient AdvocacyFinancial SolutionsNeeds AssessmentSolution PresentationCRM Management