Remote Customer Sales Representative, Insurance & Financial Planning
Overview
You will own the client consultation process for wealth-preservation products like Indexed Universal Life (IUL), annuities, and life insurance, working with a consistent stream of pre-qualified prospects. You will join a high-energy team recognized by Entrepreneur Magazine and Inc. 5000, with access to executive mentorship and no-cost digital training. This role offers schedule autonomy and uncapped commission, with top performers earning annual global trips. You will build your own business within a supportive, established framework.
What You'll Do8
- 1Collaborate with seasoned leaders to refine sales techniques and product knowledge in a team-based environment.
- 2Connect with pre-screened clients to assess their financial goals and coverage needs, using CRM tools.
- 3Conduct virtual consultations via Zoom or phone to present tailored insurance and financial strategies.
- 4Design custom protection plans that align with each client's objectives, leveraging IUL and annuity products.
- 5Deliver clear, confident proposals that secure business and build long-term relationships with clients.
- 6Manage your calendar to focus on 3-4 high-impact workdays weekly, maximizing productivity.
- 7Utilize proprietary digital sales platforms to track leads, follow up, and close deals efficiently.
- 8Participate in continuous coaching and professional development sessions to elevate your performance.
Requirements8
- 12+ years in sales, customer service, or financial services, with a track record of meeting targets.
- 2Active Life Insurance License or willingness to obtain one within 60 days of hire.
- 3Strong communication and presentation skills for virtual client meetings.
- 4Self-motivated with the ability to work independently in a remote environment.
- 5Familiarity with CRM software and virtual meeting platforms like Zoom.
- 6Bachelor's degree in finance, business, or related field preferred.
- 7Proven ability to build rapport and trust with clients.
- 8Willingness to learn and adapt to new products and sales strategies.
Salary Insight
$85 - $150k per year
Location
Required Skills
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