Sureguard Financial ยท 9 hours ago
Remote Sales Customer Representative
United States
Full-time, Part-time
Remote
New Grad, Entry LevelSureguard Financial is seeking a highly driven Remote Sales Customer Representative to join their thriving remote team. This role involves engaging with clients to understand their financial needs and presenting tailored solutions, all while enjoying the flexibility of a remote work environment.
Financial Services
Responsibilities
Connecting with Clients: Engaging virtually with pre-qualified individuals and families
Understanding Needs: Delving into their financial situations and future goals
Presenting Solutions: Articulating tailored strategies for Life Insurance, Indexed Universal Life (IUL), and Annuities via Zoom or phone
Guiding the Process: Ensuring a smooth transition from initial inquiry to successful plan implementation
Managing Relationships: Utilizing our CRM to efficiently track and manage client interactions
Qualification
Required
Entry Level experience
Ability to engage virtually with clients
Skill in understanding clients' financial situations and future goals
Ability to articulate tailored strategies for Life Insurance, Indexed Universal Life (IUL), and Annuities
Experience in managing client relationships using a CRM
Excellent virtual communication skills
Self-starter with accountability
Proactive problem-solver with a results-oriented mindset
Passion for making a positive financial impact
Benefits
Unlimited Earning Potential
Flexible Remote Schedule
No Cold Calling
Robust Support System
Collaborative Culture
Wellness Focus
Company
Sureguard Financial
Sureguard is a leading provider of comprehensive financial services and insurance solutions.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase