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Role Description

As a Sales Customer Representative, you'll be the crucial link guiding clients to smart financial solutions. You'll engage with individuals and families, providing 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.

Qualifications

• Exceptional Virtual Communicators: Build rapport and convey complex info remotely.
• Proactive Problem-Solvers: Results-driven and committed to client solutions.
• Client Advocates: Passionate about positive financial impact.

Requirements

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

Benefits

• Uncapped Earning Potential: Your hard work directly shapes your income with uncapped commissions.
• Full-time opportunity offering consistent hours, stable income potential, and long-term career growth within a supportive remote environment.
• Pre-Qualified Leads: Focus on building rapport; no cold calling!
• Robust Growth & Support: Access training, tools, and mentorship.
• Collaborative Community: Join a supportive network of peers.
• Wellness Support: Opportunities for life insurance and healthcare benefits (Exchange option).