Sales Representative - Remote
GFI Team Ikigai · Birmingham, MI · 2 days ago
RemoteRemoteSales$30k–$50k/yrPart-time
Sales Representative
About the Position: Sales Representative
- Serve as a part-time Sales Representative and key contact for clients, ensuring their total satisfaction
- Interact with clients and associates, providing timely, professional, and courteous support
- Share financial knowledge and educate on business, investment, insurance protection, retirement, savings, and estate planning
- Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning
- Grow account value through upsell and cross-sell opportunities and maintain high client satisfaction
- NO Cold Calling, NO Door Knocking
Requirements of the Sales Representative Role
- 18 years or older and a U.S. citizen
- Pass a background check
- Strong verbal and written communication and customer relationship management skills
- Must have or obtain within first 2 weeks a Life Producer license
- Familiarity with CRM systems (e.g., Salesforce) and basic reporting
- Able to interpret account health metrics and prepare concise summaries
- Experience or aptitude for identifying expansion opportunities
Additional Qualifications
- PREFERRED BACKGROUND: Customer service, leadership, and management
- EDUCATION, COACHING, MILITARY, OR ELITE ATHLETE BACKGROUNDS ARE A GREAT FIT!
- Entrepreneurially-minded, self-motivated, and desire to grow and help people
- ADVANCED NEGOTIATION TECHNIQUES OR TECHNICAL TRACING SKILLS MAY BE BENEFICIAL
Benefits
- Flexible scheduling with personalized customization
- 100% remote position with comprehensive online tools and training
- Leadership development opportunities
- Competitive compensation ($30,000 - $50,000 part-time), with advancement and earning potential based on personal goals