REMOTEPosted 21 days ago

Job summary

• Job post source

  This job is from a recruiting firm hiring for a separate company, indicated by 'Powered by JazzHR' and the independent contractor status.

• Job overview

  The Customer Sales Representative role is a remote, commission-based sales position focused on guiding clients to financial solutions like Life Insurance, IUL, and Annuities, impacting client financial well-being.

• Responsibilities and impact

  The representative engages with pre-qualified clients virtually, assesses their needs, presents tailored financial strategies via Zoom or phone, guides clients through plan implementation, and manages interactions using CRM tools.

• Compensation and benefits

  Compensation is solely commission-based with uncapped earning potential; wellness support includes opportunities for life insurance and healthcare benefits via an exchange option.

• Experience and skills

  Candidates should be exceptional virtual communicators, self-motivated, accountable, proactive problem-solvers, and passionate client advocates; prior sales experience is implied but not explicitly stated.

• Career development

  The role offers robust growth and support through training, tools, mentorship, and a collaborative community, fostering professional development.

• Work environment and culture

  The company promotes a flexible, independent remote work environment with a supportive peer network and emphasis on work-life balance.

• Company information

  Joseph and Young is a company focused on financial solutions sales, partnering with recruiting platforms like JazzHR for hiring.

• Team overview

  The candidate will join a dynamic, collaborative remote sales team supported by training and mentorship.

• Job location and travel

  This is a fully remote position allowing work from a home office with flexible scheduling.

• Application process

  Applicants are encouraged to apply online as indicated by the job posting through JazzHR, with no additional application steps specified.

• Unique job features

  The position features pre-qualified leads, no cold calling, uncapped commissions, and the ability to design one's own schedule in a remote setting.

Company overview

Joseph and Young is a financial services company founded in 2000, headquartered in Newtown, CT. The company specializes in empowering individuals and businesses to navigate financial challenges, offering services that help clients maintain their homes and achieve financial stability. They generate revenue through various financial advisory and insurance services, employing a team of 50-100 professionals. Known for their remote work opportunities, Joseph and Young has a strong presence in the insurance industry and offers numerous sales positions, including home-based and remote roles.

How to land this job

• Tailor your resume to emphasize your experience in remote sales, client engagement, and ability to build rapport virtually, highlighting skills relevant to financial product presentations such as Life Insurance, IUL, and Annuities.

• Showcase your self-motivation, accountability, and problem-solving abilities, as these qualities are crucial for succeeding as an independent contractor in a commission-based role.

• Apply through multiple platforms, including Joseph and Young's corporate career site and LinkedIn, to maximize your chances of being noticed for this remote Customer Sales Representative position.

• Connect with current employees or recruiters in the sales or remote work divisions at Joseph and Young on LinkedIn, using ice breakers like commenting on their remote work culture or asking about training and support for new hires.

• Optimize your resume for ATS by incorporating keywords from the job description such as 'remote sales,' 'client engagement,' 'commission-based,' 'CRM,' and 'financial solutions' to ensure it passes initial screenings.

• Use Jennie Johnson's Power Apply feature to automate tailored applications across multiple channels and identify LinkedIn contacts for networking, saving you time and increasing your chances of landing this remote sales role.