The Mathews Agency
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The Remote Sales Representative will help customers understand financial service plans, build relationships, engage clients through various communication methods, and provide customized quotes that align with their financial goals. Regular follow-up with clients to assess their policy needs is also necessary.
As a remote Sales Representative, you will meet clients on Zoom and customize services per their needs, following a no-cold calling strategy while supported by mentorship. Ideal candidates seek personal and professional growth and desire control over their income and schedule.
As a Financial Sales Representative, you'll assist clients in finding the best insurance plans to meet their needs. Responsibilities include engaging customers via email, phone, or Zoom, providing customized quotes, and regularly reassessing client policies. Additionally, you will need to stay informed about insurance trends.
The Sales Representative will meet clients remotely via Zoom to tailor services to their needs within a no-cold calling environment. This role emphasizes the opportunity for personal growth and business ownership, allowing for flexible income and schedule management. Training and mentorship are provided to help the individual succeed.
The role involves meeting clients via phone or Zoom to tailor financial plans based on their needs. The position is commission-based and is geared towards self-driven individuals interested in building their own business. It emphasizes client follow-ups and time management without cold calling.