Customer Service & Sales Representative – REMOTE

The Locklear Agency is a remote financial services organization focused on leadership and scalable systems. They are seeking a client-focused Customer Service & Sales Representative to assist clients who have already expressed interest in their services.

Responsibilities:

• Follow up with individuals who have expressed interest
• Conduct scheduled conversations via phone or Zoom
• Provide guidance and help clients make informed decisions
• Assist clients with completing applications
• Work within a structured system supported by training and mentorship

Requirements:

• Experience in customer service, education, hospitality, retail, or administrative work
• Dependable and people-focused
• Open to learning a new skill set
• Ability to follow up with individuals who have expressed interest
• Conduct scheduled conversations via phone or Zoom
• Provide guidance and help clients make informed decisions
• Assist clients with completing applications
• Work within a structured system supported by training and mentorship
• Self-motivated and coachable
• Open to performance-based income