Sales Representative (Remote)

Job Description

Sales Representative | Max Spencer Company

The Tone:
This is a full-time, remote Sales Representative role, prioritizing candidates based in New York. Max Spencer Company is a rapidly growing firm focused on redefining access to financial solutions to empower financial futures. This role offers unlimited earning potential through uncapped commissions, with high-performing professionals having a clear path to six-digit earnings. It is crucial for guiding individuals and families toward financial confidence by offering tailored solutions, allowing representatives to build a career with purpose and direct impact.

The TL;DR
• Role: Full Time
• Location: Remote

• Mission: Empower clients to achieve financial confidence by providing tailored financial solutions.
• Tech Stack: CRM system, digital sales tools, Zoom, phone

What You’ll Actually Do
• Client Engagement: Engage virtually with warm, pre-qualified prospects provided by the company to understand their financial goals and needs.
• Financial Education: Educate and guide clients through customized financial solutions, specifically focusing on life insurance, Indexed Universal Life (IUL), and annuities.
• Solution Presentation: Present clear, confident financial strategies via Zoom or phone, ensuring clients feel empowered to make informed decisions.
• Client Support: Support clients from the initial consultation through the implementation of their chosen solutions, delivering a top-tier experience every step of the way.
• Pipeline Management: Effectively manage your sales pipeline using our CRM system and various digital sales tools.

The Must-Haves
• Background: Based in New York, with a strong desire to serve clients across the state and help them achieve financial confidence.
• Experience: A self-starter committed to client education, building trust, and fostering long-term client relationships.
• Skills:
– Excellent virtual communication and strong interpersonal skills.
– Robust organizational and time-management abilities.
– Goal-driven and highly motivated to help others achieve financial peace of mind.