Sales Representative Remote Financial Services
Overview
Our virtual advisory team seeks ambitious customer-focused professionals to launch high-earning careers in financial services. You will use our proven model modern software direct mentorship to help clients protect futures with customized life insurance and retirement plans.
What You'll Do5
- 1Consult Warm Leads: Meet virtually with qualified pre-screened prospects without cold calling
- 2Assess & Present: Evaluate financial goals and present tailored insurance and annuity options
- 3Manage Pipeline: Track interactions and guide clients through the sales process using our CRM
- 4Build Relationships: Maintain post-sale contact to drive retention and client referrals
- 5Stay Compliant: Keep up-to-date on product offerings and regulatory standards
Requirements5
- 15+ years building ETL pipelines with Spark and Airflow
- 23-5 seasons of sales or customer service experience
- 3CPC Card certification preferred
- 4BCBA certification optional
- 5AWS Certified experience beneficial
Salary Insight
$85 - $150k per year
Location
Required Skills
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