As a Sales Customer Representative, engage with clients to personalize financial solutions, utilizing CRM tools and providing seamless support throughout their journey.

As a Remote Customer Sales Representative, engage with clients to provide personalized financial strategies using pre-qualified leads. Responsibilities include client engagement, needs assessment, and presenting financial solutions via Zoom or phone, all managed through a CRM.

Engage with nationwide prospects to advise on insurance options via phone and virtual meetings, finalizing sales rapidly.