About the Position: Sales Representative
We are seeking a driven and ambitious individual to join our team as a Sales Representative. As a vital part of our team, the Sales Representative will be responsible for managing a portfolio of client accounts on a part-time basis. This role combines customer service, contract fulfillment, and relationship-driven sales while serving as the primary point of contact for clients. If you have a desire to help people and make a difference, this could be the opportunity for you!
Benefits
- Flexible scheduling with personalized customization
- 100% remote position with comprehensive online tools and training
- Leadership development opportunities
- Competitive compensation ($30,000 - $50,000 part-time), with advancement and earning potential based on personal goals
Sales Representative Daily Responsibilities
- Serve as a part-time Sales Representative and key contact for clients, ensuring their total satisfaction
- Interact with clients and associates, providing timely, professional, and courteous support
- Share financial knowledge and educate on business, investment, insurance protection, retirement, savings, and estate planning
- Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning
- Grow account value through upsell and cross-sell opportunities and maintain high client satisfaction
- NO Cold Calling, NO Door Knocking
Requirements of the Sales Representative Role
- 18 years or older and a U.S. citizen
- Pass a background check
- Strong verbal and written communication and customer relationship management skills
- Must have or obtain within first 2 weeks a Life Producer license
- Familiarity with CRM systems (e.g., Salesforce) and basic reporting
- Ability to interpret account health metrics and prepare concise summaries
- Experience or aptitude for identifying expansion opportunities
Additional Qualifications
- Preferred backgrounds include customer service, leadership, and management
- Education, coaching, military, or elite athlete backgrounds are a great fit, but not required!
- Entrepreneurially-minded, self-motivated, and desire to grow and help people
- Advanced negotiation techniques or technical troubleshooting skills may be beneficial
Join us as a part-time Sales Representative and contribute to making financial literacy and security attainable for everyone. We look forward to reviewing your application and exploring how we can achieve great results together!