Sales Customer Representative - Entry Level and Remote Setting at Everstead Financial

Tulsa, Oklahoma, United States -

Full Time

Start Date

Immediate

Expiry Date

15 May, 26

Salary

0.0

Posted On

14 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Virtual Client Engagement, Needs Assessment, Solution Presentation, Client Guidance, Crm Proficiency, Virtual Communication, Self-Motivation, Problem-Solving, Client Advocacy

Industry

Description

Unlock your potential from anywhere. We're building a passionate team dedicated to client success and flexible remote work. We are seeking a results-oriented and customer-centric Sales Customer Representative to join our expanding work-from-home team. If you're eager to build a rewarding career by providing vital financial solutions and appreciate a flexible, independent environment, this remote position offers an exceptional path to success. Your Day-to-Day as a Sales Customer Representative: You will be instrumental in guiding clients toward informed financial decisions. This includes: Virtual Client Engagement: Establishing and nurturing connections with pre-qualified individuals and families. Personalized Needs Assessment: Gaining a deep understanding of clients' financial situations and aspirations. Strategic Solution Presentation: Delivering clear and compelling presentations of tailored financial strategies (Life Insurance, IUL, Annuities) via virtual platforms. End-to-End Client Guidance: Ensuring a smooth and seamless experience from initial contact through plan implementation. CRM Proficiency: Efficiently managing client interactions and data within our CRM system. Why Join Our Team? Unlimited Earning Potential: Your effort directly impacts your income with an uncapped commission structure. Flexible Remote Work: Design a schedule that truly supports your work-life balance from your home office. No prior experience needed - we provide full training to set you up for success. Enjoy a full-time role packed with opportunities to advance and grow your career. Pre-Qualified Leads Provided: Dedicate your time to building relationships, not cold calling. Comprehensive Support: Benefit from extensive training, cutting-edge tools, and invaluable mentorship. Strong Community: Become part of a collaborative and supportive network of peers. Benefits Access: Opportunities for life insurance and healthcare benefits to support your well-being. We're Looking For Individuals Who Are: Exceptional Virtual Communicators: Capable of establishing rapport and clearly articulating complex information remotely. Highly Self-Motivated & Disciplined: Thrive in an independent, home-based work environment. Proactive Problem-Solvers: Results-driven and dedicated to finding the best solutions for clients. Dedicated Client Advocates: Passionate about positively impacting clients' financial futures. Important Notice: This is an independent contractor (1099) role. All compensation is commission-based. Ready to shape your professional destiny in a dynamic remote sales landscape? Explore this exciting opportunity and apply now!

Responsibilities

The representative will be responsible for virtually engaging with pre-qualified clients to understand their financial needs and presenting tailored financial strategies, including Life Insurance, IUL, and Annuities. This involves guiding clients through the entire process from initial contact to plan implementation while maintaining accurate records in the CRM system.