Work From Home - Sales Representative

Why consider this job opportunity

• Flexible work-from-home option with a balanced schedule
• Weekly pay with performance-based advancement opportunities
• Access to industry-leading tools and technology
• Comprehensive mentorship and training provided
• No cold calling, with a qualified lead program
• Opportunity to build lasting client relationships and make a positive impact on their financial well‑being

• Conduct virtual consultations with clients to assess their needs
• Provide knowledge on financial solutions tailored to clients' situations
• Maintain and cultivate lasting relationships with clients through regular check‑ins
• Complete administrative tasks such as note‑taking and appointment setting as needed
• Collaborate with the team to ensure exceptional client service

• Must be passionate, competitive, motivated, dependable, hardworking, adaptable, and flexible
• Previous experience in customer service or client-facing roles is preferred
• Strong communication skills, both verbal and written
• Ability to work independently and as part of a team
• Willingness to learn and adapt to new tools and technologies

• Background in financial services or related fields
• Experience with virtual consultations and remote client interactions
• Familiarity with administrative tasks in a professional setting
• Previous experience in roles requiring relationship-building skills
• Comfort with using technology for presentations and consultations

#Financial Services #Remote Work #Career Growth #Client Relationships #Training Provided

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