Sign upLog in
JobsJobs in CaliforniaJobs in Concord, CACustomer Service JobsClient Services Jobs

Sales Customer Representative - Entry Level and Remote Setting

Everstead Financial

Concord, CA(remote)

Apply
JOB DETAILS
JOB TYPE
Full-time
SKILLS
Annuities, Cold Calling Skills, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Financial Strategy, Futures, Hardware Virtualization, Life Insurance, Mentoring, Needs Assessment, Presentation/Verbal Skills, Problem Solving Skills, Sales, Sales Management, Sales Qualification, Team Player, Training/Teaching, Work From Home
LOCATION
Concord, CA
POSTED
30+ days ago
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 Sales Customer 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 Sales Customer 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.
  • No prior experience needed - we provide full training to set you up for success.
  • Enjoy a full-time role packed with opportunities to advance and grow your career.
  • 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

About the Company

E

Everstead Financial

Resume Resources

Free Resume TemplatesFree Resume Builder

Similar Job Searches

Service Representative Jobs in Concord, CA