Joseph and Young ยท 18 hours ago
Customer Sales Representative - Remote
United States
Full-time
Remote
New Grad, Entry LevelJoseph and Young is seeking motivated Customer Sales Representatives to join their remote team, focusing on empowering clients with financial solutions. The role involves engaging with clients, understanding their needs, and presenting tailored financial strategies such as Life Insurance and Annuities.
Insurance
Responsibilities
Nurture connections with pre-qualified clients virtually
Understand clients' situations and aspirations
Clearly present tailored financial strategies via Zoom/phone
Guide clients from inquiry to plan implementation
Utilize CRM for managing interactions
Qualification
Required
Highly motivated and customer-focused individual
Ability to build relationships
Excel in a flexible, independent environment
Exceptional virtual communicators
Proactive problem-solvers
Client advocates passionate about positive financial impact
Benefits
Opportunities for life insurance and healthcare benefits (Exchange option)
Company
Joseph and Young
"Welcome to Joseph and Young Financial Services! At Joseph and Young, our unwavering commitment is to empower individuals and businesses to navigate the intricate world of financial services and insurance.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase