About the Position: Sales Representative

We are seeking a driven and ambitious individual to join our team as a Sales Representative. As a vital part of our team, the Sales Representative will be responsible for managing a portfolio of client accounts on a part-time basis. This role combines customer service, contract fulfillment, and relationship-driven sales while serving as the primary point of contact for clients. If you have a desire to help people and make a difference, this could be the opportunity for you!

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

Sales Representative Daily Responsibilities

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
Ability to interpret account health metrics and prepare concise summaries
Experience or aptitude for identifying expansion opportunities

Additional Qualifications

Preferred backgrounds include customer service, leadership, and management
Education, coaching, military, or elite athlete backgrounds are a great fit, but not required!
Entrepreneurially-minded, self-motivated, and desire to grow and help people
Advanced negotiation techniques or technical troubleshooting skills may be beneficial

Join us as a part-time Sales Representative and contribute to making financial literacy and security attainable for everyone. We look forward to reviewing your application and exploring how we can achieve great results together!

GFI Ikigai

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