Customer Sales Representative
RemotePosted 2 months ago Expired
This job has expired
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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
* Required skills
Benefits
About Summit Sky Consulting
Innovator in modern financial solutions, expanding a fully remote team and seeking driven, people-focused Customer Sales Representatives.