Remote Sales Representative

A remote sales position focused on helping individuals and families identify their financial needs and providing education on insurance, retirement, and financial protection solutions. The role involves conducting virtual appointments, building client relationships, presenting products and solutions, following up with prospective clients, and developing new business through referrals, networking, and digital marketing. The position offers flexibility to work remotely while providing ongoing training, professional development, and opportunities for advancement.

• Conduct virtual appointments with prospective and existing clients.
• Identify clients’ financial goals, needs, and priorities.
• Educate clients on insurance, retirement, and financial protection solutions.
• Present products and services through phone, Zoom, and other online platforms.
• Build and maintain strong client relationships.
• Follow up with prospects and clients throughout the sales process.
• Generate new business through referrals, networking, and online marketing.
• Complete applications and required documentation accurately.
• Maintain organized client and prospect records.
• Meet individual and team sales goals.
• Participate in virtual meetings, training, and professional development.
• Maintain professionalism, confidentiality, and compliance with company and industry requirements.