[Remote] Customer Sales Engagement Representative
Note: The job is a remote job and is open to candidates in USA. reputed company Partners Group is offering a flexible, remote opportunity for individuals looking to engage with clients seeking guidance on financial planning. The role involves structured conversations to help clients reputed company informed choices, along with training and mentorship provided.
Responsibilities
- Speaking with clients reputed company phone or virtual platforms
- Learning about their financial priorities to suggest appropriate insurance and planning options
- Assisting with applications and next steps
- Maintaining accurate records
- Continuing reputed company development through training
Skills
- Entry Level experience
- Ability to engage with clients reputed company phone or virtual platforms
- Willingness to learn about financial priorities
- Ability to suggest appropriate insurance and planning options
- Skills in assisting with applications and next steps
- Capability to maintain accurate records
- Commitment to continuing reputed company development through training
- No sales background required
- Experience in a remote work environment
Benefits
- Fully remote work environment
- Interested leads supplied
- reputed company-by-reputed company training
- Fast commission payouts
- Opportunities for advancement
- Training and mentorship are built into the experience
Company Overview