Remote Financial Sales Consultant

Key Responsibilities:

• Identify, prospect, and onboard individual clients through networking, referrals, and targeted outreach.
• Conduct deep-dive assessments of clients' financial situations, goals, risk tolerance, and life stages to tailor insurance and financial solutions.
• Evaluate client liability and legacy goals to recommend and place appropriate life, disability, and critical illness insurance policies.

Qualifications:

• Proven experience in sales, telemarketing, or business development.
• Strong proficiency with CRM software such as Salesforce Cloud or similar platforms; experience with sales automation tools is a plus.
• Excellent communication skills with the ability to articulate concepts clearly and persuasively over the phone.

Benefits:

• Flexible schedule and work from home arrangement.
• Discounted Dental, Vision, and Health insurance.
• Best in class coaching, training, and mentoring.