Sales Account Representative (Remote)

Joseph and Young is offering a unique opportunity for Sales Account Representatives to work remotely while assisting clients in making informed financial decisions. The role involves connecting with pre-qualified leads, understanding client needs, and presenting tailored financial solutions without the need for cold calling.

Responsibilities:

• Connect with pre-qualified leads (no cold calling)
• Build trust through real, meaningful conversations
• Understand each client’s financial needs and long-term goals
• Present tailored solutions such as life insurance, IULs, and annuities
• Guide clients through the entire process
• Stay organized using CRM tools

Requirements:

• Strong communication skills
• Self-motivated and disciplined
• Able to work independently
• Client-focused mindset
• Results-driven attitude