Background Investigation, Budgeting, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Satisfaction, Financial Planning, Leadership, Mentoring, Metrics, Needs Assessment, Online Training, Presentation/Verbal Skills, Retirement Planning, Sales, Salesforce.com, United States Citizen, Writing Skills
Join Our Dynamic Team!
We're looking for an enthusiastic and customer-focused individual to join our team as a Sales Representative! This role will see you as the key contact for our clients, ensuring their total satisfaction. Even if you have no prior experience, don't worry - we'll mentor highly motivated individuals to ensure success!
Flexible Benefits:
- Flexible scheduling with personalized customization.
- A 100% remote position using comprehensive online tools and training.
- Leadership development opportunities.
- Competitive compensation ranging from $30,000 - $50,000 part-time, with advancement potential based on personal goals.
Key Responsibilities:
- Engage directly with clients to understand their financial needs and provide tailored solutions. (All training provided!)
- Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning.
- Ensure optimal client interaction with no cold calling or door knocking involved.
Requirements:
- Must be 18 years or older and a U.S. citizen.
- Ability to pass a background check and obtain a state license (we'll guide you through the process!).
- Strong verbal and written communication skills, with a knack for managing customer relationships.
- Familiarity with CRM systems such as Salesforce, and ability to interpret account health metrics.
- Experience in identifying expansion opportunities with a focus on client satisfaction.
We look forward to reviewing your application!