Client Service - Sales Agent
UniTrust Financial Group
Remote
Posted ago
UniTrust Financial Group

Unitrust Financial Group is a leading financial services organization with a strong commitment to providing exceptional solutions and services to our clients. We are currently seeking a talented and motivated Client Service - Sales Agent to join our team remotely. If you have a passion for building client relationships, a drive for sales, and the ability to thrive in a remote work environment, this opportunity is for you.

Join our team at Unitrust Financial Group and be part of a dedicated and passionate group of professionals. Apply now and embark on a rewarding career in client service and sales within the financial services industry.

Responsibilities

  • Engage with potential clients via phone, email, and online platforms to promote our financial products and services.
  • Conduct thorough needs assessments to understand client requirements and tailor solutions to meet their individual needs.
  • Educate clients on the benefits and features of our products, addressing any questions or concerns they may have.
  • Develop and maintain strong relationships with clients, providing ongoing support and assistance throughout their journey.
  • Meet or exceed sales targets by effectively presenting and closing sales opportunities.
  • Collaborate with internal teams to ensure seamless client onboarding and ongoing account management.
  • Stay up to date with industry trends, product knowledge, and market developments.

Qualifications

  • High school diploma or equivalent; a Bachelor's degree in Business, Finance, or a related field is preferred.
  • Proven track record of success in sales, preferably within the financial services industry.
  • Excellent communication and interpersonal skills, with the ability to build rapport and establish trust with clients.
  • Strong customer service orientation and a passion for delivering an exceptional client experience.
  • Self-motivated and driven to achieve and exceed sales targets.
  • Ability to work independently and remotely, demonstrating strong time management and organizational skills.
  • Proficiency in using CRM software and other relevant sales tools.
  • Availability to work flexible hours, including evenings and weekends, as needed.

Compensation
$112,000 - $123,000 yearly
About UniTrust Financial Group

Join our team at Unitrust Financial Group and lead a high-performing sales team to drive growth and achieve sales objectives within your assigned district. Apply now and be part of an organization committed to providing exceptional financial solutions and services.

APPLY NOW
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