Job summary
Job post source
This job is directly from Kensington Partners Group
Job overview
The Client Sales Associate role at Kensington Partners Group involves remotely guiding clients through financial solutions, focusing on life insurance and annuities, to positively impact their financial well-being.
Responsibilities and impact
The role requires building relationships with pre-qualified clients virtually, assessing their financial needs, crafting and presenting tailored financial strategies, managing client journeys from contact to plan implementation, and using CRM tools for client interaction management.
Compensation and benefits
Compensation is commission-based with an uncapped structure; benefits include opportunities for life insurance and healthcare, flexible remote work schedule, comprehensive training, digital tools, and mentorship.
Experience and skills
Candidates must have strong virtual communication skills, self-motivation, independence, accountability, a solutions-oriented mindset, and a commitment to client advocacy; prior financial sales experience is implied but not explicitly stated.
Career development
The company offers ongoing mentorship, comprehensive training modules, and a supportive remote professional community for skill mastery and career growth.
Work environment and culture
The culture is collaborative, supportive, and focused on flexibility, client value, and employee well-being within a remote work environment.
Company information
Kensington Partners Group is a financial services company specializing in life insurance and annuities, emphasizing client empowerment and remote work.
Team overview
The candidate will join a vibrant remote team of professionals focused on client financial solutions and collaborative support.
Job location and travel
This is a fully remote position allowing work from home with flexible scheduling.
Application process
Applicants are encouraged to learn more and submit their application through the provided platform, JazzHR; no specific deadlines or documents are mentioned.
Unique job features
The position is unique in offering a fully remote, commission-based independent contractor role with pre-qualified leads, no cold calling, and a strong emphasis on client relationship building and financial solution expertise.
Company overview
Kensington Partners Group is a private investment firm specializing in acquiring and managing middle-market companies across various industries. The company generates revenue by leveraging its expertise in operational improvements, strategic growth initiatives, and financial restructuring to enhance the value of its portfolio companies. Founded with a focus on long-term partnerships, Kensington Partners Group emphasizes collaboration with management teams to drive sustainable success. Candidates should note the firm’s reputation for disciplined investment strategies and its commitment to fostering innovation and growth within its holdings.
How to land this job
Position your resume to highlight your experience in virtual client engagement, emphasizing your ability to build trust and communicate complex financial concepts remotely, which aligns with Kensington Partners Group's focus on remote relationship building.
Emphasize skills in needs assessment, solution crafting, and client journey management, showcasing your capability to deliver tailored financial strategies and manage client interactions using CRM systems.
Apply through multiple platforms including Kensington Partners Group's official corporate website, LinkedIn job postings, and reputable job boards to maximize your application visibility.
Connect with current employees or team members in the remote sales or financial solutions division at Kensington Partners Group on LinkedIn; use ice breakers like commenting on their recent posts about remote work culture or asking about their experience with the company's training and mentorship programs.
Optimize your resume for ATS by incorporating keywords from the job description such as 'remote client engagement,' 'financial solutions,' 'CRM management,' 'self-motivation,' and 'commission-based sales' to ensure it passes initial automated screenings.
Utilize Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application channels, and find relevant LinkedIn connections, allowing you to focus your time on preparing for interviews and networking effectively.
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