Sales Representative Remote Financial Services
Overview
Ambitious remote professional seeking high earning potential in financial services. Use proven model modern software direct mentorship to help clients protect futures with customized life insurance and retirement plans. Lead warm leads meet virtually with qualified pre-screened prospects without cold calling. Assess and present tailored insurance and annuity options. Manage pipeline track interactions guide clients through sales process using CRM. Build relationships maintain post sale contact drive retention referrals. Stay compliant keep up-to-date on product offerings regulatory standards. Commission driven high motivation uncapped performance based earnings model strong communicator clear empathetic verbal written communication self disciplined ability stay organized focused productive while working remotely coachability eagerness to learn adapt apply leadership feedback background in sales or customer service a plus.
What You'll Do6
- 1Consult warm leads meet virtually with qualified pre-screened prospects without cold calling
- 2Assess and present tailored insurance and annuity options evaluating financial goals
- 3Manage pipeline track interactions guide clients through sales process using CRM
- 4Build relationships maintain post sale contact drive retention referrals
- 5Stay compliant keep up-to-date on product offerings regulatory standards
- 6Drive results exceed targets build pipeline grow account base
Requirements6
- 15+ years building ETL pipelines with Spark and Airflow
- 23-5 seasons managing remote sales teams
- 3CPC Card certification preferred
- 4BCBA certification optional
- 5AWS Certified relevant experience
- 6Proven track record sales customer service
Salary Insight
$85 - $150k per year
Location
Required Skills
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