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Joseph and Young

Customer Sales Representative - Remote

Joseph and Young, Naperville, Illinois, United States, 60564

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Overview Customer Sales Representative (Remote): Your Next Career Opportunity!

We’re seeking dedicated Customer Sales Representatives to join a dynamic team, empowering clients with essential solutions. This remote position offers a flexible, independent environment.

What You'll Be Doing

As a Remote Customer Sales Representative, you will guide clients to smart financial solutions and engage with individuals and families to provide 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.

What We're Seeking

Exceptional Virtual Communicators: Build rapport and convey complex information remotely.

Proactive Problem-Solvers: Results-driven and committed to client solutions.

Client Advocates: Passionate about positive financial impact.

Important Note This is an independent contractor (1099) position. Compensation is solely commission-based.

Qualifications

Experience in remote customer sales or related roles.

Strong communication and relationship-building skills.

Ability to work independently and manage a flexible schedule.

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