Remote Sales Customer Rep (Trainings provided) at Everstead Financial

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Mar, 26

Salary

0.0

Posted On

13 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Virtual Communication, Self-Motivation, Problem Solving, Client Focus, Sales, Financial Solutions, CRM Management, Relationship Building, Consultation, Tailored Solutions, Independent Work, Client Engagement, Goal Assessment, Plan Implementation, Mentorship, Team Collaboration

Industry

Description

(New York Residence Only) Unlock your potential from anywhere. We’re building a motivated, growth-driven team focused on client success and flexible remote work. If you’re looking for a meaningful career helping individuals and families with financial solutions while enjoying the freedom of working from home this role is an excellent fit. Position Overview We’re seeking a results-oriented Sales Client Representative to join our expanding team. In this role, you’ll connect with pre-qualified clients, understand their financial needs, and guide them toward smart, personalized solutions. If you thrive in a client-focused, independent environment, this opportunity offers unlimited earning potential and long-term growth. The role offers a remote-first lifestyle, complemented by select face-to-face client visits, making a home base in New York and a readiness for brief trips especially valuable. What You’ll Do As a Sales Client Representative, you will: Engage Virtually With Clients: Build relationships with pre-qualified individuals and families through online and phone consultations. Assess Client Needs: Understand each client’s financial goals and current situation Present Tailored Solutions: Deliver clear, customized recommendations for products such as Life Insurance, IULs, and Annuities using virtual tools. Guide Clients Through the Process: Support clients from first contact through plan implementation for a seamless experience. Maintain CRM Accuracy: Track interactions, follow-ups, and client data in our CRM system. Why You’ll Love Working With Us Uncapped Commission: Your income is fully performance-driven, no limits on earning potential. Flexible Work-From-Home Schedule: Build a routine that supports your personal and professional life. Pre-Qualified Leads Provided: Spend more time helping clients, not cold calling. Comprehensive Training & Support: Access mentorship, training, and modern digital tools to help you succeed. Supportive Team Culture: Join a collaborative, encouraging community of professionals. Benefits Access: Opportunities for life insurance and healthcare benefits. What We’re Looking For Excellent Virtual Communicators: Able to explain information clearly and build rapport remotely. Self-Motivated & Disciplined: Comfortable managing your own schedule and working independently. Solution-Focused Problem Solvers: Driven to help clients make confident financial decisions. Client-Focused Professionals: Passionate about making a positive difference in clients’ financial futures. Take the Next Step! Ready to grow your career in a dynamic, remote sales environment? Apply today and take control of your professional future! This role is structured as a 1099 independent contractor opportunity, giving you full control over your schedule and workflow. Compensation is commission-based, creating unlimited income potential without the limits of hourly or salaried pay. It’s an ideal fit for entrepreneurial individuals who want freedom, autonomy, and high rewards.

Responsibilities

As a Sales Client Representative, you will engage with pre-qualified clients to understand their financial needs and guide them toward personalized solutions. You will maintain CRM accuracy and support clients throughout the process from initial contact to plan implementation.