Sales Representative

Assume a vital position in securing families’ financial well-being. Typical day-to-day tasks include conducting virtual consultations with clients. Assess clients’ needs and impart knowledge on solutions. Cultivate lasting client relationships through consistent, periodic check-ins. Complete related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include no cold calling, qualified lead program, conventions and incentive trips, production awards, and advancement based on performance.