Max Spencer Company ยท 20 hours ago
Virtual Customer Sales Representative (Remote)
United States
Full-time
Remote
New Grad, Entry LevelMax Spencer Company is a fast-growing organization transforming the future of remote sales. They are seeking a Virtual Customer Sales Representative to engage with clients and recommend financial solutions while providing exceptional customer service.
Financial Services
Responsibilities
Engage with pre-qualified clients via phone or Zoom
Recommend solutions such as Life Insurance, IULs, and Annuities tailored to client needs
Provide clear, confident guidance to help clients secure their financial future
Manage your pipeline and activities through our CRM
Deliver an exceptional customer experience from first contact to plan completion
Qualification
Required
Strong virtual communication and customer service skills
Self-motivated, organized, and comfortable working independently
Coachable, driven, and eager to grow in a performance-based remote role
Customer-first mindset and strong problem-solving abilities
Benefits
Optional Wellness Benefits
Access to life insurance and a healthcare exchange
Company
Max Spencer Company
Max Spencer Co. - Pioneering Independent Sales Excellence At Max Spencer Co., we're redefining the art of the deal.
Founded in 2023
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase