Job Description

Unlock your potential from anywhere.


We're building a passionate team dedicated to client success and flexible remote work.


We are seeking a results-oriented and customer-centric Customer Sales Representative to join our expanding work-from-home team.


If you're eager to build a rewarding career by providing vital financial solutions and appreciate a flexible, independent environment, this remote position offers an exceptional path to success.


Your Day-to-Day as a Remote Customer Sales Representative:



  • You will be instrumental in guiding clients toward informed financial decisions.

This includes:



  • Virtual Client Engagement: Establishing and nurturing connections with pre-qualified individuals and families.

Personalized Needs Assessment:



  • Gaining a deep understanding of clients' financial situations and aspirations.

Strategic Solution Presentation:



  • Delivering clear and compelling presentations of tailored financial strategies (Life Insurance, IUL, Annuities) via virtual platforms.

End-to-End Client Guidance:



  • Ensuring a smooth and seamless experience from initial contact through plan implementation.

CRM Proficiency:



  • Efficiently managing client interactions and data within our CRM system.

  • Why Join Our Team?

Unlimited Earning Potential:



  • Your effort directly impacts your income with an uncapped commission structure.

Flexible Remote Work:



  • Design a schedule that truly supports your work-life balance from your home office.

Pre-Qualified Leads Provided:



  • Dedicate your time to building relationships, not cold calling.

Comprehensive Support:



  • Benefit from extensive training, cutting-edge tools, and invaluable mentorship.

Strong Community:



  • Become part of a collaborative and supportive network of peers.

Benefits Access:



  • Opportunities for life insurance and healthcare benefits to support your well-being.

We're Looking For Individuals Who Are:



  • Exceptional Virtual Communicators: Capable of establishing rapport and clearly articulating complex information remotely.

Highly Self-Motivated & Disciplined:



  • Thrive in an independent, home-based work environment.

Proactive Problem-Solvers:



  • Results-driven and dedicated to finding the best solutions for clients.

Dedicated Client Advocates:



  • Passionate about positively impacting clients' financial futures.

Important Notice:



  • This is an independent contractor (1099) role.

  • All compensation is commission-based.
  • Ready to shape your professional destiny in a dynamic remote sales landscape?
  • Explore this exciting opportunity and apply now!   Powered by JazzHR


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