Client Sales Advisor
Client Sales Advisor
L3
Occupations
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSales and Related Workers, All OtherInsurance Sales AgentsIndustries
All Other Insurance Related ActivitiesInsurance Agencies and BrokeragesPortfolio Management and Investment Advice- Work with warm, pre-qualified leads who have already expressed interest
- Conduct virtual consultations via phone or video to understand client needs
- Present personalized solutions including life insurance, IULs, and annuities
- Educate clients on financial protection and wealth-building strategies
- Build trust and guide clients through their decision-making process
- Manage the entire sales lifecycle from first contact through closing
- Maintain detailed client records using CRM platforms
- Follow up consistently to ensure satisfaction and generate referrals
- Meet or exceed sales goals and performance benchmarks
- Participate in ongoing training and coaching sessions
- Strong verbal and written communication skills
- Ability to build rapport and influence decisions ethically
- Self-motivated with a goal-oriented mindset
- Comfortable working independently in a remote environment
- Willingness to obtain insurance licensing if needed
- Basic technical proficiency and organizational skills
Level
JuniorL3
Location
Sioux Falls, SD
Occupation
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Industry
All Other Insurance Related Activities
Posted
yesterday
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