Account Sales Representative - Remote with Trainings

Joseph and Young is seeking an Account Sales Representative to work remotely and shape their financial success. The role involves engaging with pre-qualified leads, presenting tailored financial products, and managing the complete sales cycle while leveraging advanced CRM tools.

Responsibilities:

• Engage with pre-qualified leads and guide them into becoming satisfied, long-term clients – no cold calls required
• Build genuine relationships through virtual consultations and solution-oriented conversations
• Present tailored financial products - including Life Insurance, IULs, and Annuities, to address clients’ needs and goals
• Manage the complete sales cycle with precision and professionalism
• Deliver impactful online presentations that inspire confidence and trust
• Leverage advanced CRM tools to streamline your workflow and maximize productivity

Requirements:

• Driven, results-focused professionals who thrive in a fully remote, work-from-home environment
• Ability to engage with pre-qualified leads and guide them into becoming satisfied, long-term clients
• Skill in building genuine relationships through virtual consultations and solution-oriented conversations
• Capability to present tailored financial products - including Life Insurance, IULs, and Annuities, to address clients' needs and goals
• Experience in managing the complete sales cycle with precision and professionalism
• Ability to deliver impactful online presentations that inspire confidence and trust
• Proficiency in leveraging advanced CRM tools to streamline workflow and maximize productivity
• Confident communicators with strong virtual presence and persuasion skills
• Self-motivated professionals with disciplined time management and goal-driven focus
• Entrepreneurial spirits eager to be rewarded based on results, not hours clocked