What are the responsibilities and job description for the Customer Sales Representative position at Sureguard Financial?
“This Opportunity Starts Where Comfort Ends.”
Growth doesn’t happen in predictable environments.
It happens when you step into something that challenges you to think differently, work independently, and take ownership of your results.
Sureguard Financial is designed for individuals who are ready for that shift, from structured employment to self-directed success.
Role Overview
As a Customer Sales Representative, you will work remotely to connect with individuals seeking financial protection and guidance. Your role is to understand their needs and provide solutions that align with their goals.
Key Responsibilities
- Build rapport with warm leads who have expressed interest
- Conduct detailed consultations to identify client needs
- Present tailored financial solutions, including insurance and annuity products
- Guide clients through decision-making with clarity and confidence
- Maintain consistent follow-ups and pipeline management through CRM tools
Requirements
- Excellent communication and listening skills
- Strong sense of accountability and independence
- Ability to build trust and maintain client relationships
- Goal-oriented mindset with a focus on results
Benefits
- Work remotely from anywhere
- Flexible schedule that fits your lifestyle
- No cold calling, focus on pre-qualified leads
- Access to training, tools, and mentorship
- A community of like-minded professionals
- Health and wellness benefit access (Exchange option)
This position operates as a independent contractor role with earnings based on commission.
If you’re ready to step into a role where your effort defines your success, apply today and join Sureguard Financial.
Salary : $100,000 - $230,000