Strong virtual communication skills and ability to build rapport remotely., Self-motivated and accountable, comfortable working independently from home., Experience or knowledge 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.
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At Kensington Partners Group, we specialize in providing expert financial consulting services tailored to help businesses and individuals achieve their financial goals. With years of industry experience and a dedicated team of professionals, we offer a range of solutions designed to optimize financial strategies, improve operational efficiency, and drive long-term growth.
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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Level of experience:Entry-level / graduate
Spoken language(s):
English
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