Virtual Sales Client Associate

unlimited holidays - extra holidays - extra parental leave - long remote period allowed
Work set-up: 
Full Remote
Contract: 
Experience: 
Entry-level / graduate
Work from: 

Offer summary

Qualifications:

Strong virtual communication skills and ability to build rapport remotely., Self-motivated and accountable, capable of working independently from home., Experience or interest in financial solutions such as Life Insurance, IUL, and Annuities., Excellent problem-solving skills and a client-centric approach..

Key responsibilities:

  • Engage with pre-qualified clients through virtual channels.
  • Assess client needs and recommend suitable financial solutions.
  • Present personalized financial strategies via virtual presentations.
  • Manage the entire client journey from initial contact to plan activation.

Kensington Partners Group logo
Kensington Partners Group http://kensingtonpartnersgroup.co
2 - 10 Employees
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Job description

Are you looking for more than just a job? Become part of a supportive community where your contributions empower clients, all from the comfort of your home office!

Kensington Partners Group is actively seeking an enthusiastic and client-focused Sales Client Associate to become a vital part of our remote sales force. If you're passionate about making a tangible difference in people's lives by providing essential financial solutions, all while working from home, we want to hear from you.

As our Virtual Sales Client Associate, you'll play a pivotal role in guiding clients toward sound financial decisions. This includes:

  • Virtual Client Engagement: Cultivating strong relationships with pre-qualified clients through virtual channels.
  • Comprehensive Needs Assessment: Thoroughly evaluating client situations and aspirations to identify optimal solutions.
  • Expert Solution Delivery: Clearly articulating personalized financial strategies, including Life Insurance, IUL, and Annuities, through virtual presentations.
  • Streamlined Client Journey: Overseeing the entire client process, from initial contact to successful plan activation.
  • Efficient CRM Utilization: Maintaining accurate records and managing interactions within our CRM system.

The Benefits of Joining Us:

  • Rewarding Compensation: Enjoy uncapped commission potential, directly reflecting your effort and success.
  • Unparalleled Flexibility: Craft your ideal remote work schedule that complements your personal life.
  • Quality Leads Provided: Concentrate on relationship-building with pre-qualified leads – no cold calls!
  • Growth-Oriented Environment: Access comprehensive training, cutting-edge tools, and invaluable mentorship.
  • Supportive Network: Engage with a vibrant community of like-minded professionals.
  • Wellness Opportunities: Access to life insurance and healthcare benefits to support your well-being.

We're searching for individuals who possess:

  • Exceptional virtual communication skills, capable of building rapport and conveying complex information remotely.
  • A strong sense of self-motivation and accountability, thriving independently in a home office setting.
  • A proactive approach to problem-solving and a commitment to delivering client-centric solutions.
  • A genuine passion for advocating for clients' financial well-being.

Please Note: This is an independent contractor (1099) role. Compensation is exclusively commission-based.

Take the leap into a dynamic remote sales career! Explore this opportunity and apply now.

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Required profile

Experience

Level of experience: Entry-level / graduate
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Needs Assessment
  • Self-Motivation
  • Communication
  • Problem Solving

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