Everstead Financial

Everstead Financial

11 open positions available

1 location
2 employment types
Actively hiring
Part-time
Contract

Latest Positions

Showing 11 most recent jobs
Everstead Financial

Customer Sales Rep (Remote and Trainings provided)

Everstead FinancialAnywherePart-time, Contract
View Job
Compensation$Not specified

As a Customer Sales Representative, you will engage with pre-qualified clients to understand their financial needs and guide them toward personalized solutions. You will maintain CRM accuracy and support clients throughout the process from initial contact to plan implementation. | The ideal candidate should be an excellent communicator, self-motivated, and solution-focused. A passion for helping clients with their financial futures is essential. | (New York Residence Only) Unlock your potential from anywhere. We’re building a motivated, growth-driven team focused on client success and flexible remote work. If you’re looking for a meaningful career helping individuals and families with financial solutions while enjoying the freedom of working from home this role is an excellent fit. Position Overview We’re seeking a results-oriented Customer Sales Representative to join our expanding team. In this role, you’ll connect with pre-qualified clients, understand their financial needs, and guide them toward smart, personalized solutions. If you thrive in a client-focused, independent environment, this opportunity offers unlimited earning potential and long-term growth. The role offers a remote-first lifestyle, complemented by select face-to-face client visits, making a home base in New York and a readiness for brief trips especially valuable. What You’ll Do As a Customer Sales Representative, you will: Engage Virtually With Clients: Build relationships with pre-qualified individuals and families through online and phone consultations. Assess Client Needs: Understand each client’s financial goals and current situation Present Tailored Solutions: Deliver clear, customized recommendations for products such as Life Insurance, IULs, and Annuities using virtual tools. Guide Clients Through the Process: Support clients from first contact through plan implementation for a seamless experience. Maintain CRM Accuracy: Track interactions, follow-ups, and client data in our CRM system. Why You’ll Love Working With Us Uncapped Commission: Your income is fully performance-driven, no limits on earning potential. Flexible Work-From-Home Schedule: Build a routine that supports your personal and professional life. Pre-Qualified Leads Provided: Spend more time helping clients, not cold calling. Comprehensive Training & Support: Access mentorship, training, and modern digital tools to help you succeed. Supportive Team Culture: Join a collaborative, encouraging community of professionals. Benefits Access: Opportunities for life insurance and healthcare benefits. What We’re Looking For Excellent Virtual Communicators: Able to explain information clearly and build rapport remotely. Self-Motivated & Disciplined: Comfortable managing your own schedule and working independently. Solution-Focused Problem Solvers: Driven to help clients make confident financial decisions. Client-Focused Professionals: Passionate about making a positive difference in clients’ financial futures. Take the Next Step! Ready to grow your career in a dynamic, remote sales environment? Apply today and take control of your professional future! This role is structured as a 1099 independent contractor opportunity, giving you full control over your schedule and workflow. Compensation is commission-based, creating unlimited income potential without the limits of hourly or salaried pay. It’s an ideal fit for entrepreneurial individuals who want freedom, autonomy, and high rewards.

Excellent Virtual Communicators
Self-Motivated
Disciplined
Solution-Focused Problem Solvers
Client-Focused Professionals
Direct Apply
Posted 1 day ago
Everstead Financial

Customer Sales Representative - Remote

Everstead FinancialAnywhereContract
View Job
Compensation$Not specified

As a Remote Customer Sales Representative, you will guide clients toward informed financial decisions by engaging with them virtually and assessing their needs. You will present tailored financial strategies and ensure a seamless client experience from initial contact through plan implementation. | Candidates should be exceptional virtual communicators who are self-motivated and disciplined in a remote work environment. A proactive approach to problem-solving and a passion for client advocacy are essential. | Unlock your potential from anywhere. We're building a passionate team dedicated to client success and flexible remote work. We are seeking a results-oriented and customer-centric Customer Sales Representative to join our expanding work-from-home team. If you're eager to build a rewarding career by providing vital financial solutions and appreciate a flexible, independent environment, this remote position offers an exceptional path to success. Your Day-to-Day as a Remote Customer Sales Representative: You will be instrumental in guiding clients toward informed financial decisions. This includes: Virtual Client Engagement: Establishing and nurturing connections with pre-qualified individuals and families. Personalized Needs Assessment: Gaining a deep understanding of clients' financial situations and aspirations. Strategic Solution Presentation: Delivering clear and compelling presentations of tailored financial strategies (Life Insurance, IUL, Annuities) via virtual platforms. End-to-End Client Guidance: Ensuring a smooth and seamless experience from initial contact through plan implementation. CRM Proficiency: Efficiently managing client interactions and data within our CRM system. Why Join Our Team? Unlimited Earning Potential: Your effort directly impacts your income with an uncapped commission structure. Flexible Remote Work: Design a schedule that truly supports your work-life balance from your home office. Pre-Qualified Leads Provided: Dedicate your time to building relationships, not cold calling. Comprehensive Support: Benefit from extensive training, cutting-edge tools, and invaluable mentorship. Strong Community: Become part of a collaborative and supportive network of peers. Benefits Access: Opportunities for life insurance and healthcare benefits to support your well-being. We're Looking For Individuals Who Are: Exceptional Virtual Communicators: Capable of establishing rapport and clearly articulating complex information remotely. Highly Self-Motivated & Disciplined: Thrive in an independent, home-based work environment. Proactive Problem-Solvers: Results-driven and dedicated to finding the best solutions for clients. Dedicated Client Advocates: Passionate about positively impacting clients' financial futures. Important Notice: This is an independent contractor (1099) role. All compensation is commission-based. Ready to shape your professional destiny in a dynamic remote sales landscape? Explore this exciting opportunity and apply now!

Virtual Communication
Client Engagement
Needs Assessment
Solution Presentation
Client Guidance
CRM Proficiency
Self-Motivation
Problem-Solving
Client Advocacy
Direct Apply
Posted 3 days ago
Everstead Financial

Customer Sales Representative - Remote

Everstead FinancialAnywhereContract
View Job
Compensation$Not specified

As a Remote Customer Sales Representative, you will guide clients toward informed financial decisions through virtual engagement and personalized needs assessments. You will present tailored financial strategies and ensure a seamless client experience from initial contact to plan implementation. | Candidates should be exceptional virtual communicators and highly self-motivated individuals. A proactive approach to problem-solving and a dedication to client advocacy are essential. | Unlock your potential from anywhere. We're building a passionate team dedicated to client success and flexible remote work. We are seeking a results-oriented and customer-centric Customer Sales Representative to join our expanding work-from-home team. If you're eager to build a rewarding career by providing vital financial solutions and appreciate a flexible, independent environment, this remote position offers an exceptional path to success. Your Day-to-Day as a Remote Customer Sales Representative: You will be instrumental in guiding clients toward informed financial decisions. This includes: Virtual Client Engagement: Establishing and nurturing connections with pre-qualified individuals and families. Personalized Needs Assessment: Gaining a deep understanding of clients' financial situations and aspirations. Strategic Solution Presentation: Delivering clear and compelling presentations of tailored financial strategies (Life Insurance, IUL, Annuities) via virtual platforms. End-to-End Client Guidance: Ensuring a smooth and seamless experience from initial contact through plan implementation. CRM Proficiency: Efficiently managing client interactions and data within our CRM system. Why Join Our Team? Unlimited Earning Potential: Your effort directly impacts your income with an uncapped commission structure. Flexible Remote Work: Design a schedule that truly supports your work-life balance from your home office. Pre-Qualified Leads Provided: Dedicate your time to building relationships, not cold calling. Comprehensive Support: Benefit from extensive training, cutting-edge tools, and invaluable mentorship. Strong Community: Become part of a collaborative and supportive network of peers. Benefits Access: Opportunities for life insurance and healthcare benefits to support your well-being. We're Looking For Individuals Who Are: Exceptional Virtual Communicators: Capable of establishing rapport and clearly articulating complex information remotely. Highly Self-Motivated & Disciplined: Thrive in an independent, home-based work environment. Proactive Problem-Solvers: Results-driven and dedicated to finding the best solutions for clients. Dedicated Client Advocates: Passionate about positively impacting clients' financial futures. Important Notice: This is an independent contractor (1099) role. All compensation is commission-based. Ready to shape your professional destiny in a dynamic remote sales landscape? Explore this exciting opportunity and apply now!

Virtual Communication
Client Engagement
Needs Assessment
Solution Presentation
Client Guidance
CRM Proficiency
Self-Motivation
Problem-Solving
Client Advocacy
Direct Apply
Posted 3 days ago
Everstead Financial

Customer Sales Representative - Remote

Everstead FinancialAnywhereContract
View Job
Compensation$Not specified

As a Remote Customer Sales Representative, you will guide clients toward informed financial decisions by engaging with them virtually and assessing their needs. You will present tailored financial strategies and ensure a seamless client experience from initial contact through plan implementation. | Candidates should be exceptional virtual communicators who can establish rapport and articulate complex information clearly. They should also be highly self-motivated, proactive problem-solvers, and dedicated client advocates. | Unlock your potential from anywhere. We're building a passionate team dedicated to client success and flexible remote work. We are seeking a results-oriented and customer-centric Customer Sales Representative to join our expanding work-from-home team. If you're eager to build a rewarding career by providing vital financial solutions and appreciate a flexible, independent environment, this remote position offers an exceptional path to success. Your Day-to-Day as a Remote Customer Sales Representative: You will be instrumental in guiding clients toward informed financial decisions. This includes: Virtual Client Engagement: Establishing and nurturing connections with pre-qualified individuals and families. Personalized Needs Assessment: Gaining a deep understanding of clients' financial situations and aspirations. Strategic Solution Presentation: Delivering clear and compelling presentations of tailored financial strategies (Life Insurance, IUL, Annuities) via virtual platforms. End-to-End Client Guidance: Ensuring a smooth and seamless experience from initial contact through plan implementation. CRM Proficiency: Efficiently managing client interactions and data within our CRM system. Why Join Our Team? Unlimited Earning Potential: Your effort directly impacts your income with an uncapped commission structure. Flexible Remote Work: Design a schedule that truly supports your work-life balance from your home office. Pre-Qualified Leads Provided: Dedicate your time to building relationships, not cold calling. Comprehensive Support: Benefit from extensive training, cutting-edge tools, and invaluable mentorship. Strong Community: Become part of a collaborative and supportive network of peers. Benefits Access: Opportunities for life insurance and healthcare benefits to support your well-being. We're Looking For Individuals Who Are: Exceptional Virtual Communicators: Capable of establishing rapport and clearly articulating complex information remotely. Highly Self-Motivated & Disciplined: Thrive in an independent, home-based work environment. Proactive Problem-Solvers: Results-driven and dedicated to finding the best solutions for clients. Dedicated Client Advocates: Passionate about positively impacting clients' financial futures. Important Notice: This is an independent contractor (1099) role. All compensation is commission-based. Ready to shape your professional destiny in a dynamic remote sales landscape? Explore this exciting opportunity and apply now!

Virtual Communication
Client Engagement
Needs Assessment
Solution Presentation
Client Guidance
CRM Proficiency
Self-Motivation
Problem-Solving
Client Advocacy
Direct Apply
Posted 3 days ago
Everstead Financial

Remote Sales Customer Rep (Trainings provided)

Everstead FinancialAnywherePart-time, Contract
View Job
Compensation$Not specified

As a Sales Client Representative, you will engage with pre-qualified clients to understand their financial needs and guide them toward personalized solutions. You will maintain CRM accuracy and support clients throughout the process from initial contact to plan implementation. | The ideal candidate should be an excellent virtual communicator who is self-motivated and disciplined. They should also be solution-focused and passionate about helping clients with their financial futures. | (New York Residence Only) Unlock your potential from anywhere. We’re building a motivated, growth-driven team focused on client success and flexible remote work. If you’re looking for a meaningful career helping individuals and families with financial solutions while enjoying the freedom of working from home this role is an excellent fit. Position Overview We’re seeking a results-oriented Sales Client Representative to join our expanding team. In this role, you’ll connect with pre-qualified clients, understand their financial needs, and guide them toward smart, personalized solutions. If you thrive in a client-focused, independent environment, this opportunity offers unlimited earning potential and long-term growth. The role offers a remote-first lifestyle, complemented by select face-to-face client visits, making a home base in New York and a readiness for brief trips especially valuable. What You’ll Do As a Sales Client Representative, you will: Engage Virtually With Clients: Build relationships with pre-qualified individuals and families through online and phone consultations. Assess Client Needs: Understand each client’s financial goals and current situation Present Tailored Solutions: Deliver clear, customized recommendations for products such as Life Insurance, IULs, and Annuities using virtual tools. Guide Clients Through the Process: Support clients from first contact through plan implementation for a seamless experience. Maintain CRM Accuracy: Track interactions, follow-ups, and client data in our CRM system. Why You’ll Love Working With Us Uncapped Commission: Your income is fully performance-driven, no limits on earning potential. Flexible Work-From-Home Schedule: Build a routine that supports your personal and professional life. Pre-Qualified Leads Provided: Spend more time helping clients, not cold calling. Comprehensive Training & Support: Access mentorship, training, and modern digital tools to help you succeed. Supportive Team Culture: Join a collaborative, encouraging community of professionals. Benefits Access: Opportunities for life insurance and healthcare benefits. What We’re Looking For Excellent Virtual Communicators: Able to explain information clearly and build rapport remotely. Self-Motivated & Disciplined: Comfortable managing your own schedule and working independently. Solution-Focused Problem Solvers: Driven to help clients make confident financial decisions. Client-Focused Professionals: Passionate about making a positive difference in clients’ financial futures. Take the Next Step! Ready to grow your career in a dynamic, remote sales environment? Apply today and take control of your professional future! This role is structured as a 1099 independent contractor opportunity, giving you full control over your schedule and workflow. Compensation is commission-based, creating unlimited income potential without the limits of hourly or salaried pay. It’s an ideal fit for entrepreneurial individuals who want freedom, autonomy, and high rewards.

Virtual Communication
Self-Motivation
Problem Solving
Client Focus
Sales
Financial Solutions
CRM Management
Relationship Building
Consultation
Tailored Solutions
Independent Work
Client Engagement
Goal Assessment
Plan Implementation
Mentorship
Team Collaboration
Direct Apply
Posted 3 days ago
Everstead Financial

Customer Sales Representative - Remote

Everstead FinancialAnywhereContract
View Job
Compensation$Not specified

As a Remote Customer Sales Representative, you will guide clients toward informed financial decisions through virtual engagement and personalized needs assessments. You will present tailored financial strategies and ensure a seamless client experience from initial contact to plan implementation. | Candidates should be exceptional virtual communicators and highly self-motivated, thriving in an independent work environment. A proactive approach to problem-solving and a dedication to client advocacy are essential. | Unlock your potential from anywhere. We're building a passionate team dedicated to client success and flexible remote work. We are seeking a results-oriented and customer-centric Customer Sales Representative to join our expanding work-from-home team. If you're eager to build a rewarding career by providing vital financial solutions and appreciate a flexible, independent environment, this remote position offers an exceptional path to success. Your Day-to-Day as a Remote Customer Sales Representative: You will be instrumental in guiding clients toward informed financial decisions. This includes: Virtual Client Engagement: Establishing and nurturing connections with pre-qualified individuals and families. Personalized Needs Assessment: Gaining a deep understanding of clients' financial situations and aspirations. Strategic Solution Presentation: Delivering clear and compelling presentations of tailored financial strategies (Life Insurance, IUL, Annuities) via virtual platforms. End-to-End Client Guidance: Ensuring a smooth and seamless experience from initial contact through plan implementation. CRM Proficiency: Efficiently managing client interactions and data within our CRM system. Why Join Our Team? Unlimited Earning Potential: Your effort directly impacts your income with an uncapped commission structure. Flexible Remote Work: Design a schedule that truly supports your work-life balance from your home office. Pre-Qualified Leads Provided: Dedicate your time to building relationships, not cold calling. Comprehensive Support: Benefit from extensive training, cutting-edge tools, and invaluable mentorship. Strong Community: Become part of a collaborative and supportive network of peers. Benefits Access: Opportunities for life insurance and healthcare benefits to support your well-being. We're Looking For Individuals Who Are: Exceptional Virtual Communicators: Capable of establishing rapport and clearly articulating complex information remotely. Highly Self-Motivated & Disciplined: Thrive in an independent, home-based work environment. Proactive Problem-Solvers: Results-driven and dedicated to finding the best solutions for clients. Dedicated Client Advocates: Passionate about positively impacting clients' financial futures. Important Notice: This is an independent contractor (1099) role. All compensation is commission-based. Ready to shape your professional destiny in a dynamic remote sales landscape? Explore this exciting opportunity and apply now!

Virtual Communication
Client Engagement
Needs Assessment
Solution Presentation
Client Guidance
CRM Proficiency
Self-Motivation
Problem-Solving
Client Advocacy
Direct Apply
Posted 3 days ago
Everstead Financial

Remote Sales Customer Rep (Trainings provided)

Everstead FinancialAnywherePart-time, Contract
View Job
Compensation$Not specified

As a Sales Client Representative, you will engage with pre-qualified clients to understand their financial needs and guide them toward personalized solutions. You will also maintain CRM accuracy and support clients throughout the process. | The ideal candidate should be an excellent communicator, self-motivated, and solution-focused. A passion for helping clients with their financial futures is essential. | (New York Residence Only) Unlock your potential from anywhere. We’re building a motivated, growth-driven team focused on client success and flexible remote work. If you’re looking for a meaningful career helping individuals and families with financial solutions while enjoying the freedom of working from home this role is an excellent fit. Position Overview We’re seeking a results-oriented Sales Client Representative to join our expanding team. In this role, you’ll connect with pre-qualified clients, understand their financial needs, and guide them toward smart, personalized solutions. If you thrive in a client-focused, independent environment, this opportunity offers unlimited earning potential and long-term growth. The role offers a remote-first lifestyle, complemented by select face-to-face client visits, making a home base in New York and a readiness for brief trips especially valuable. What You’ll Do As a Sales Client Representative, you will: Engage Virtually With Clients: Build relationships with pre-qualified individuals and families through online and phone consultations. Assess Client Needs: Understand each client’s financial goals and current situation Present Tailored Solutions: Deliver clear, customized recommendations for products such as Life Insurance, IULs, and Annuities using virtual tools. Guide Clients Through the Process: Support clients from first contact through plan implementation for a seamless experience. Maintain CRM Accuracy: Track interactions, follow-ups, and client data in our CRM system. Why You’ll Love Working With Us Uncapped Commission: Your income is fully performance-driven, no limits on earning potential. Flexible Work-From-Home Schedule: Build a routine that supports your personal and professional life. Pre-Qualified Leads Provided: Spend more time helping clients, not cold calling. Comprehensive Training & Support: Access mentorship, training, and modern digital tools to help you succeed. Supportive Team Culture: Join a collaborative, encouraging community of professionals. Benefits Access: Opportunities for life insurance and healthcare benefits. What We’re Looking For Excellent Virtual Communicators: Able to explain information clearly and build rapport remotely. Self-Motivated & Disciplined: Comfortable managing your own schedule and working independently. Solution-Focused Problem Solvers: Driven to help clients make confident financial decisions. Client-Focused Professionals: Passionate about making a positive difference in clients’ financial futures. Take the Next Step! Ready to grow your career in a dynamic, remote sales environment? Apply today and take control of your professional future! This role is structured as a 1099 independent contractor opportunity, giving you full control over your schedule and workflow. Compensation is commission-based, creating unlimited income potential without the limits of hourly or salaried pay. It’s an ideal fit for entrepreneurial individuals who want freedom, autonomy, and high rewards.

Excellent Virtual Communicators
Self-Motivated
Disciplined
Solution-Focused Problem Solvers
Client-Focused Professionals
Direct Apply
Posted 5 days ago
Everstead Financial

Customer Sales Representative - Remote

Everstead FinancialAnywhereContract
View Job
Compensation$Not specified

The Customer Sales Representative will guide clients toward informed financial decisions through virtual engagement and personalized needs assessments. They will present tailored financial strategies and ensure a seamless client experience from initial contact to plan implementation. | Candidates should be exceptional virtual communicators and highly self-motivated, thriving in an independent work environment. They should also be proactive problem-solvers and dedicated client advocates. | Unlock your potential from anywhere. We're building a passionate team dedicated to client success and flexible remote work. We are seeking a results-oriented and customer-centric Customer Sales Representative to join our expanding work-from-home team. If you're eager to build a rewarding career by providing vital financial solutions and appreciate a flexible, independent environment, this remote position offers an exceptional path to success. Your Day-to-Day as a Remote Customer Sales Representative: You will be instrumental in guiding clients toward informed financial decisions. This includes: Virtual Client Engagement: Establishing and nurturing connections with pre-qualified individuals and families. Personalized Needs Assessment: Gaining a deep understanding of clients' financial situations and aspirations. Strategic Solution Presentation: Delivering clear and compelling presentations of tailored financial strategies (Life Insurance, IUL, Annuities) via virtual platforms. End-to-End Client Guidance: Ensuring a smooth and seamless experience from initial contact through plan implementation. CRM Proficiency: Efficiently managing client interactions and data within our CRM system. Why Join Our Team? Unlimited Earning Potential: Your effort directly impacts your income with an uncapped commission structure. Flexible Remote Work: Design a schedule that truly supports your work-life balance from your home office. Pre-Qualified Leads Provided: Dedicate your time to building relationships, not cold calling. Comprehensive Support: Benefit from extensive training, cutting-edge tools, and invaluable mentorship. Strong Community: Become part of a collaborative and supportive network of peers. Benefits Access: Opportunities for life insurance and healthcare benefits to support your well-being. We're Looking For Individuals Who Are: Exceptional Virtual Communicators: Capable of establishing rapport and clearly articulating complex information remotely. Highly Self-Motivated & Disciplined: Thrive in an independent, home-based work environment. Proactive Problem-Solvers: Results-driven and dedicated to finding the best solutions for clients. Dedicated Client Advocates: Passionate about positively impacting clients' financial futures. Important Notice: This is an independent contractor (1099) role. All compensation is commission-based. Ready to shape your professional destiny in a dynamic remote sales landscape? Explore this exciting opportunity and apply now!

Virtual Communication
Client Engagement
Needs Assessment
Solution Presentation
Client Guidance
CRM Proficiency
Self-Motivation
Problem-Solving
Client Advocacy
Direct Apply
Posted 5 days ago
Everstead Financial

Customer Sales Representative - Remote

Everstead FinancialAnywhereContract
View Job
Compensation$Not specified

The Customer Sales Representative will guide clients in making informed financial decisions through virtual engagement and personalized needs assessments. They will present tailored financial strategies and ensure a seamless client experience from initial contact to plan implementation. | Candidates should be exceptional virtual communicators who are self-motivated and disciplined in a remote work environment. They must also be proactive problem-solvers and dedicated advocates for clients' financial futures. | Unlock your potential from anywhere. We're building a passionate team dedicated to client success and flexible remote work. We are seeking a results-oriented and customer-centric Customer Sales Representative to join our expanding work-from-home team. If you're eager to build a rewarding career by providing vital financial solutions and appreciate a flexible, independent environment, this remote position offers an exceptional path to success. Your Day-to-Day as a Remote Customer Sales Representative: You will be instrumental in guiding clients toward informed financial decisions. This includes: Virtual Client Engagement: Establishing and nurturing connections with pre-qualified individuals and families. Personalized Needs Assessment: Gaining a deep understanding of clients' financial situations and aspirations. Strategic Solution Presentation: Delivering clear and compelling presentations of tailored financial strategies (Life Insurance, IUL, Annuities) via virtual platforms. End-to-End Client Guidance: Ensuring a smooth and seamless experience from initial contact through plan implementation. CRM Proficiency: Efficiently managing client interactions and data within our CRM system. Why Join Our Team? Unlimited Earning Potential: Your effort directly impacts your income with an uncapped commission structure. Flexible Remote Work: Design a schedule that truly supports your work-life balance from your home office. Pre-Qualified Leads Provided: Dedicate your time to building relationships, not cold calling. Comprehensive Support: Benefit from extensive training, cutting-edge tools, and invaluable mentorship. Strong Community: Become part of a collaborative and supportive network of peers. Benefits Access: Opportunities for life insurance and healthcare benefits to support your well-being. We're Looking For Individuals Who Are: Exceptional Virtual Communicators: Capable of establishing rapport and clearly articulating complex information remotely. Highly Self-Motivated & Disciplined: Thrive in an independent, home-based work environment. Proactive Problem-Solvers: Results-driven and dedicated to finding the best solutions for clients. Dedicated Client Advocates: Passionate about positively impacting clients' financial futures. Important Notice: This is an independent contractor (1099) role. All compensation is commission-based. Ready to shape your professional destiny in a dynamic remote sales landscape? Explore this exciting opportunity and apply now!

Virtual Communication
Customer Engagement
Needs Assessment
Solution Presentation
Client Guidance
CRM Proficiency
Self-Motivation
Problem-Solving
Client Advocacy
Direct Apply
Posted 5 days ago
Everstead Financial

Customer Sales Representative - Remote

Everstead FinancialAnywhereContract
View Job
Compensation$Not specified

As a Remote Customer Sales Representative, you will guide clients toward informed financial decisions through virtual engagement and personalized needs assessments. You will present tailored financial strategies and ensure a seamless client experience from initial contact to plan implementation. | The ideal candidate should be an exceptional virtual communicator and highly self-motivated, thriving in an independent work environment. They should also be proactive problem-solvers and dedicated client advocates. | Unlock your potential from anywhere. We're building a passionate team dedicated to client success and flexible remote work. We are seeking a results-oriented and customer-centric Customer Sales Representative to join our expanding work-from-home team. If you're eager to build a rewarding career by providing vital financial solutions and appreciate a flexible, independent environment, this remote position offers an exceptional path to success. Your Day-to-Day as a Remote Customer Sales Representative: You will be instrumental in guiding clients toward informed financial decisions. This includes: Virtual Client Engagement: Establishing and nurturing connections with pre-qualified individuals and families. Personalized Needs Assessment: Gaining a deep understanding of clients' financial situations and aspirations. Strategic Solution Presentation: Delivering clear and compelling presentations of tailored financial strategies (Life Insurance, IUL, Annuities) via virtual platforms. End-to-End Client Guidance: Ensuring a smooth and seamless experience from initial contact through plan implementation. CRM Proficiency: Efficiently managing client interactions and data within our CRM system. Why Join Our Team? Unlimited Earning Potential: Your effort directly impacts your income with an uncapped commission structure. Flexible Remote Work: Design a schedule that truly supports your work-life balance from your home office. Pre-Qualified Leads Provided: Dedicate your time to building relationships, not cold calling. Comprehensive Support: Benefit from extensive training, cutting-edge tools, and invaluable mentorship. Strong Community: Become part of a collaborative and supportive network of peers. Benefits Access: Opportunities for life insurance and healthcare benefits to support your well-being. We're Looking For Individuals Who Are: Exceptional Virtual Communicators: Capable of establishing rapport and clearly articulating complex information remotely. Highly Self-Motivated & Disciplined: Thrive in an independent, home-based work environment. Proactive Problem-Solvers: Results-driven and dedicated to finding the best solutions for clients. Dedicated Client Advocates: Passionate about positively impacting clients' financial futures. Important Notice: This is an independent contractor (1099) role. All compensation is commission-based. Ready to shape your professional destiny in a dynamic remote sales landscape? Explore this exciting opportunity and apply now!

Virtual Communication
Client Engagement
Needs Assessment
Solution Presentation
Client Guidance
CRM Proficiency
Self-Motivation
Problem-Solving
Client Advocacy
Direct Apply
Posted 5 days ago
Everstead Financial

Customer Sales Representative - Remote

Everstead FinancialAnywhereContract
View Job
Compensation$Not specified

As a Remote Customer Sales Representative, you will guide clients toward informed financial decisions through virtual engagement and personalized needs assessments. You will present tailored financial strategies and ensure a seamless client experience from initial contact through plan implementation. | The ideal candidate should be an exceptional virtual communicator, highly self-motivated, and a proactive problem-solver. A passion for positively impacting clients' financial futures is essential. | Unlock your potential from anywhere. We're building a passionate team dedicated to client success and flexible remote work. We are seeking a results-oriented and customer-centric Customer Sales Representative to join our expanding work-from-home team. If you're eager to build a rewarding career by providing vital financial solutions and appreciate a flexible, independent environment, this remote position offers an exceptional path to success. Your Day-to-Day as a Remote Customer Sales Representative: You will be instrumental in guiding clients toward informed financial decisions. This includes: Virtual Client Engagement: Establishing and nurturing connections with pre-qualified individuals and families. Personalized Needs Assessment: Gaining a deep understanding of clients' financial situations and aspirations. Strategic Solution Presentation: Delivering clear and compelling presentations of tailored financial strategies (Life Insurance, IUL, Annuities) via virtual platforms. End-to-End Client Guidance: Ensuring a smooth and seamless experience from initial contact through plan implementation. CRM Proficiency: Efficiently managing client interactions and data within our CRM system. Why Join Our Team? Unlimited Earning Potential: Your effort directly impacts your income with an uncapped commission structure. Flexible Remote Work: Design a schedule that truly supports your work-life balance from your home office. Pre-Qualified Leads Provided: Dedicate your time to building relationships, not cold calling. Comprehensive Support: Benefit from extensive training, cutting-edge tools, and invaluable mentorship. Strong Community: Become part of a collaborative and supportive network of peers. Benefits Access: Opportunities for life insurance and healthcare benefits to support your well-being. We're Looking For Individuals Who Are: Exceptional Virtual Communicators: Capable of establishing rapport and clearly articulating complex information remotely. Highly Self-Motivated & Disciplined: Thrive in an independent, home-based work environment. Proactive Problem-Solvers: Results-driven and dedicated to finding the best solutions for clients. Dedicated Client Advocates: Passionate about positively impacting clients' financial futures. Important Notice: This is an independent contractor (1099) role. All compensation is commission-based. Ready to shape your professional destiny in a dynamic remote sales landscape? Explore this exciting opportunity and apply now!

Virtual Communication
Customer Service
Sales
Financial Solutions
CRM Proficiency
Problem Solving
Client Advocacy
Self-Motivation
Direct Apply
Posted 5 days ago

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