
Joseph and Young
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.
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.