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World Financial Group

Insurance Sales Representative

RemoteUnited States only
Published
Role
Sales
Employment
Full-time
$35k–$100k/yr
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Motivated full-cycle sales representative for financial services and insurance solutions. Must be strong at outbound prospecting, phone/video communication, rapport-building, pipeline management, and closing deals independently.

Core skills

Outbound prospectingPipeline managementCRM

What you'll do

  • Conducting outbound prospecting via phone and video to identify and engage potential clients.
  • Building immediate rapport and trust with prospects through effective communication and active listening.
  • Clearly articulating the value proposition of our financial products and services.
  • Managing and nurturing your sales pipeline from lead generation to closing.
  • Handling objections and addressing client concerns with professionalism and confidence.
  • Utilizing CRM tools to track interactions, manage leads, and forecast sales.
  • Collaborating with internal teams to ensure seamless client onboarding.
  • Consistently meeting and exceeding sales targets.
  • Connect with prospective clients through phone calls and virtual meetings.
  • Build relationships and provide excellent customer service.
  • Conduct needs assessments to understand client goals.
  • Present insurance solutions that fit client needs.
  • Manage the sales process from initial contact through enrollment.
  • Maintain consistent follow-up with clients and prospects.
  • Participate in ongoing training and professional development programs.

What they require

  • Exceptional communication skills: The ability to convey information clearly and persuasively across phone, video, and written mediums.
  • Strong rapport-building abilities: Skill in establishing trust and connection with individuals you may not meet in person.
  • Pipeline management proficiency: The capacity to manage all stages of the sales cycle independently.
  • Resilience and a proactive mindset: The drive to overcome challenges and consistently pursue sales opportunities.
  • Adaptability: The ability to quickly learn and master new products and sales techniques.
  • Self-direction: The discipline to manage your time effectively and work independently to achieve goals.
  • Driven sales professional looking for an opportunity to control your earning potential and manage the full sales cycle.
  • Strong communication and interpersonal skills.
  • Self-motivated and goal-oriented individuals.
  • Comfortable speaking with clients over the phone and through virtual meetings.
  • Professional and positive attitude.
  • Strong organizational and time-management skills.
  • Coachable and willing to learn.
  • Ability to work independently in a remote environment.
  • No prior financial services experience is required.

Benefits

  • Significant earning potential through a commission-based compensation structure.
  • Remote position, offering the flexibility to work from your home office.
  • Supportive environment and the tools you need to succeed.
  • Flexible remote work opportunity.
  • Professional development opportunities.
  • Supportive team environment.
  • Opportunity to develop valuable sales and communication skills.
  • Career growth opportunities.
  • Training and mentorship are provided for the right candidates.

World Financial Group is a leading financial services marketing company dedicated to helping individuals and families achieve their financial goals. They provide comprehensive insurance solutions and training/support for representatives.

Financial Services
$35k–$100k/yr