Everstead Financial

Sales Customer Representative - Entry Level and Remote Setting

Everstead Financial · Full Time · 3 months ago

Everstead Financial

🌎 United States ⭐ 0-2 yrs exp 💼 Sales

The representative will be responsible for engaging pre-qualified clients virtually, assessing their financial needs, and presenting tailored financial strategies such as Life Insurance, IUL, and Annuities. This includes managing the entire client journey from initial contact through plan implementation using a CRM system.

APPLY

Sales Customer Representative - Entry Level and Remote Setting

Everstead Financial · Full Time · 3 months ago

Everstead Financial

🌎 United States ⭐ 0-2 yrs exp 💼 Sales

The representative will be responsible for engaging pre-qualified clients virtually, assessing their financial needs, and presenting tailored financial strategies such as Life Insurance, IUL, and Annuities. This includes managing the entire client journey from initial contact through plan implementation while maintaining accurate CRM data.

APPLY

Sales Customer Representative - Entry Level and Remote Setting

Everstead Financial · Full Time · 3 months ago

Everstead Financial

🌎 United States ⭐ 0-2 yrs exp 💼 Sales

The representative will be responsible for engaging pre-qualified clients virtually, assessing their financial needs, and presenting tailored financial strategies such as Life Insurance, IUL, and Annuities. This includes managing the entire client journey from initial contact through plan implementation and maintaining accurate records in the CRM system.

APPLY

Sales Customer Representative - Entry Level and Remote Setting

Everstead Financial · Full Time · 3 months ago

Everstead Financial

🌎 United States ⭐ 0-2 yrs exp 💼 Sales

The representative will be responsible for virtually engaging with pre-qualified clients to understand their financial needs and presenting tailored financial strategies, such as Life Insurance, IUL, and Annuities. This includes managing the entire client journey from initial contact through plan implementation using a CRM system.

APPLY

Sales Customer Representative - Entry Level and Remote Setting

Everstead Financial · Full Time · 3 months ago

Everstead Financial

🌎 United States ⭐ 0-2 yrs exp 💼 Sales

The representative will be responsible for virtually engaging with pre-qualified clients to understand their financial needs and aspirations. This involves delivering clear presentations of tailored financial strategies, such as Life Insurance, IUL, and Annuities, and ensuring smooth guidance through plan implementation.

APPLY

Virtual Sales Client Representative

Everstead Financial · Full Time · 4 months ago

Everstead Financial

🌎 United States ⭐ 0-2 yrs exp 💼 Sales

You will meet with clients virtually or by phone to understand their needs and offer tailored insurance and finance solutions. Additionally, you will guide applications through completion and maintain accurate follow-up and activity tracking.

insurance workday training coaching

APPLY

Virtual Sales Client Representative

Everstead Financial · Full Time · 4 months ago

Everstead Financial

🌎 United States ⭐ 0-2 yrs exp 💼 Sales

You will meet with clients virtually or by phone to understand their needs and offer tailored insurance and finance solutions. Additionally, you will guide applications through completion and maintain accurate follow-up and activity tracking.

insurance workday training coaching

APPLY

Virtual Sales Client Representative

Everstead Financial · Full Time · 4 months ago

Everstead Financial

🌎 United States ⭐ 0-2 yrs exp 💼 Sales

You will meet with clients virtually or by phone to understand their needs and offer tailored insurance and finance solutions. Additionally, you will guide applications through completion and maintain accurate follow-up and activity tracking.

insurance workday training coaching

APPLY

Virtual Sales Client Representative

Everstead Financial · Full Time · 4 months ago

Everstead Financial

🌎 United States ⭐ 0-2 yrs exp 💼 Sales

You will meet with clients virtually or by phone to understand their needs and offer tailored insurance and finance solutions. Additionally, you will guide applications through completion and maintain accurate follow-up and activity tracking.

insurance workday training coaching

APPLY

Virtual Sales Client Representative

Everstead Financial · Full Time · 4 months ago

Everstead Financial

🌎 United States ⭐ 0-2 yrs exp 💼 Sales

You will meet with clients virtually or by phone to understand their needs and offer tailored insurance and finance solutions. Additionally, you will guide applications through completion and maintain accurate follow-up and activity tracking.

insurance workday training coaching

APPLY

Virtual Sales Client Representative

Everstead Financial · Full Time · 4 months ago

Everstead Financial

🌎 United States ⭐ 0-2 yrs exp 💼 Sales

You will meet with clients virtually or by phone to understand their needs and offer tailored insurance and finance solutions. Additionally, you will guide applications through completion and maintain accurate follow-up and activity tracking.

insurance workday training coaching

APPLY

Virtual Sales Client Representative

Everstead Financial · Full Time · 4 months ago

Everstead Financial

🌎 United States ⭐ 0-2 yrs exp 💼 Sales

You will meet with clients virtually or by phone to understand their needs and offer tailored insurance and finance solutions. Additionally, you will guide applications through completion and maintain accurate follow-up and activity tracking.

insurance workday training coaching

APPLY

Virtual Sales Client Representative

Everstead Financial · Full Time · 4 months ago

Everstead Financial

🌎 United States ⭐ 0-2 yrs exp 💼 Sales

You will meet with clients virtually or by phone to understand their needs and offer tailored insurance and finance solutions. Additionally, you will guide applications through completion and maintain accurate follow-up and activity tracking.

insurance workday training coaching

APPLY

Virtual Sales Client Representative

Everstead Financial · Full Time · 4 months ago

Everstead Financial

🌎 United States ⭐ 0-2 yrs exp 💼 Sales

You will meet with clients virtually or by phone to understand their needs and offer tailored insurance and finance solutions. Additionally, you will guide applications through completion and maintain accurate follow-up and activity tracking.

insurance workday training coaching

APPLY

Virtual Sales Client Representative

Everstead Financial · Full Time · 4 months ago

Everstead Financial

🌎 United States ⭐ 0-2 yrs exp 💼 Sales

You will meet with clients virtually or by phone to understand their needs and offer tailored insurance and finance solutions. Additionally, you will guide applications through completion and maintain accurate follow-up and activity tracking.

insurance workday training coaching

APPLY

Virtual Sales Client Representative

Everstead Financial · Full Time · 4 months ago

Everstead Financial

🌎 United States ⭐ 0-2 yrs exp 💼 Sales

You will meet with clients virtually or by phone to understand their needs and offer tailored insurance and finance solutions. Additionally, you will guide applications through completion and maintain accurate follow-up and activity tracking.

insurance workday training coaching

APPLY

Virtual Sales Client Representative

Everstead Financial · Full Time · 4 months ago

Everstead Financial

🌎 United States ⭐ 0-2 yrs exp 💼 Sales

You will meet with clients virtually or by phone to understand their needs and offer tailored insurance and finance solutions. Additionally, you will guide applications through completion and maintain accurate follow-up and activity tracking.

insurance workday training coaching

APPLY