Customer Sales Representative
Remote
Summit Sky Consulting
Manchester, NH
Full Time
Entry Level
Posted 3 weeks ago
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Upload Your ResumeAbout This Role
This role will guide individuals and families in choosing financial products like Life Insurance, Indexed Universal Life (IUL), and Annuities to support their long-term goals. The Customer Sales Representative will engage virtually with warm leads to build genuine relationships and present customized financial strategies.
Responsibilities
- Engage virtually with warm leads and build genuine relationships
- Conduct detailed consultations to understand client needs and financial objectives
- Present customized financial strategies through Zoom or phone appointments
- Support clients throughout the entire process, from initial meeting to plan implementation
- Use CRM system to stay organized and manage client interactions efficiently
Requirements
- Strong virtual communication skills
- Self-driven and excellent time management in a remote environment
- Problem-solving abilities with a focus on results
- Client-first approach with a desire to help others improve their financial future
Skills
CRM
*
Zoom
*
Virtual communication
*
* Required skills
Benefits
Life insurance opportunities
Comprehensive healthcare exchange options (vision)
Comprehensive healthcare exchange options (medical)
Digital tools
Personalized mentorship
Comprehensive healthcare exchange options (dental)
High-quality training
About Summit Sky Consulting
Innovator in modern financial solutions, expanding a fully remote team and seeking driven, people-focused Customer Sales Representatives.
Finance
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