Client Service - Sales Agent
UniTrust Financial Group
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.


  • 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.


  • 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.

$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.

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