Teams at Joseph and Young

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.

As a Remote Customer Sales Representative, you'll engage with clients to provide personalized financial solutions, focusing on life insurance and annuities. You'll utilize CRM for managing client interactions and work with pre-qualified leads to drive sales without cold calling.

As a Remote Customer Sales Representative, you'll engage with pre-qualified clients, assess their needs, and present financial strategies, guiding them through implementation using a CRM system.