Experienced Remote Customer Sales Associate – Financial Services and Client Success Professional

Introduction to blithequark Imagine being part of an award-winning team that consistently pushes the boundaries of innovation and excellence in the financial services industry. At blithequark, we are committed to fostering a culture of professional development, cutting-edge sales strategies, and an exceptional workplace environment that empowers our team members to thrive. As a Forbes and Entrepreneur Magazine-featured organization, we have been consistently ranked on the Inc. 5000 list, a testament to our dedication to success and client satisfaction. We are now seeking a highly motivated Remote Customer Sales Associate to join our dynamic team, offering unlimited earning potential and flexible scheduling for driven sales professionals passionate about financial services and client success. Position Overview This remote position is designed for sales professionals who are eager to make a meaningful impact in the lives of their clients while achieving unparalleled success in their careers. As a Remote Customer Sales Associate at blithequark, you will have the opportunity to work with a talented team of financial services professionals, leveraging advanced CRM systems, sales technology, and proven sales methodologies to drive revenue growth and build long-lasting client relationships. If you are a results-driven individual with a passion for financial services, exceptional communication skills, and a strong entrepreneurial drive, we encourage you to apply for this exciting opportunity. Key Responsibilities Conduct virtual client consultations via phone and video conferencing platforms, providing expert financial guidance and presenting customized financial solutions tailored to each client's unique needs and goals. Develop and maintain long-term client relationships through ongoing support, financial education, and exceptional customer service, ensuring client satisfaction and loyalty. Collaborate with experienced team members and industry mentors to stay up-to-date on the latest financial products, services, and industry trends, enhancing your knowledge and skills to drive success. Utilize advanced CRM systems and sales technology to manage client pipeline, track progress, and analyze performance metrics, ensuring data-driven decision-making and continuous improvement. Implement proven sales methodologies and strategies to achieve revenue targets, expand your client base, and contribute to the growth and success of blithequark. Provide ongoing client support and financial education, empowering clients to make informed decisions about their financial futures and fostering a culture of trust and loyalty. Essential Qualifications To succeed as a Remote Customer Sales Associate at blithequark, you will need to possess the following essential qualifications: Excellent communication and interpersonal skills, with the ability to build rapport with clients, colleagues, and industry partners. Strong motivation and coachability, with a willingness to learn, adapt, and grow in a fast-paced and dynamic environment. Experience in sales, customer service, or financial services is preferred, although we welcome applications from talented individuals with transferable skills and a passion for the industry. Ability to work independently in a remote environment, with a high level of self-motivation, discipline, and organizational skills. Professional presentation skills for virtual meetings, with the ability to engage, inform, and persuade clients and stakeholders. Goal-oriented mindset with entrepreneurial drive, a strong work ethic, and a commitment to achieving exceptional results. Preferred Qualifications In addition to the essential qualifications, we are looking for candidates who possess the following preferred qualifications: Advanced knowledge of financial products and services, including life insurance, annuities, and investment products. Experience with CRM systems and sales technology, with the ability to leverage these tools to drive sales growth and client engagement. Proven track record of success in sales or a related field, with a strong understanding of sales methodologies and strategies. Professional certifications or designations, such as FINRA or insurance licenses, although these are not required for the role. Skills and Competencies To excel as a Remote Customer Sales Associate at blithequark, you will need to possess a range of skills and competencies, including: Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop creative solutions. Excellent time management and organizational skills, with the ability to prioritize tasks, manage multiple projects, and meet deadlines. Strong communication and interpersonal skills, with the ability to build rapport with clients, colleagues, and industry partners. Ability to work in a fast-paced and dynamic environment, with a high level of adaptability, flexibility, and resilience. Strong technical skills, with proficiency in CRM systems, sales technology, and other software applications. Career Growth Opportunities and Learning Benefits At blithequark, we are committed to the growth and development of our team members, providing a range of career growth opportunities and learning benefits, including: Comprehensive training programs, with interactive courses, mentorship, and ongoing coaching to enhance your knowledge and skills. Access to industry leaders and professional growth opportunities, with the chance to learn from experienced professionals and thought leaders in the financial services industry. Opportunities for advancement and career progression, with the potential to move into leadership roles or specialize in specific areas of the business. A culture of continuous learning and professional development, with a focus on innovation, creativity, and excellence. Work Environment and Company Culture At blithequark, we pride ourselves on our dynamic and supportive work environment, with a culture that emphasizes: Team-oriented collaboration and camaraderie, with a focus on shared goals and collective success. High-energy and dynamic work environment, with a fast-paced and innovative approach to sales and client engagement. Mentorship from experienced financial services professionals, with the opportunity to learn from industry experts and thought leaders. A commitment to diversity, equity, and inclusion, with a focus on creating a welcoming and inclusive environment for all team members. Compensation, Perks, and Benefits As a Remote Customer Sales Associate at blithequark, you can expect a range of compensation, perks, and benefits, including: Commission-Based: 1099 independent contractor position with unlimited earning potential, based on your performance and sales growth. Flexible Schedule: Set your own hours and work-life balance, with the ability to work from anywhere and create a schedule that suits your needs. Qualified Leads: Work with pre-screened prospects, with no cold calling required, and a focus on building relationships and driving sales growth. Comprehensive Training: Interactive courses, mentorship, and ongoing coaching to enhance your knowledge and skills, and drive success in your role. Technology Support: State-of-the-art CRM and sales tools provided, with the opportunity to leverage the latest technology to drive sales growth and client engagement. Performance Incentives: All-expenses-paid trips and rewards for top performers, with a focus on recognizing and rewarding outstanding achievement and contribution. Conclusion If you are a motivated and results-driven sales professional looking for a new challenge and opportunity to grow your career, we encourage you to apply for the Remote Customer Sales Associate role at blithequark. With unlimited earning potential, flexible scheduling, and a range of career growth opportunities and learning benefits, this role offers the perfect combination of challenge, reward, and fulfillment. Join our dynamic team and take the first step towards an exciting and rewarding career in financial services. Apply today to begin your journey as a Remote Customer Sales Associate with blithequark!