Customer Sales Representative
Remote
Joseph and Young
Provo, UT
Contract
Entry Level
Posted 3 weeks ago
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Upload Your ResumeAbout This Role
This remote Customer Sales Representative guides clients through financial solutions, specializing in Life Insurance, IUL, and Annuities. The role focuses on nurturing client connections and presenting tailored strategies to meet their financial aspirations.
Responsibilities
- Nurture connections with pre-qualified clients virtually
- Understand clients' situations and aspirations through needs assessment
- Clearly present tailored financial strategies via Zoom/phone
- Guide clients from inquiry to plan implementation
- Utilize CRM for managing interactions
Requirements
- Exceptional virtual communication skills
- Proactive problem-solving abilities
- Client advocacy skills
Skills
CRM
*
Zoom
*
* Required skills
Benefits
Life Insurance
Mentorship
Training
Healthcare benefits (Exchange option)