Note: The job is a remote job and is open to candidates in USA. The Grandsard Agency is seeking self-driven and goal-oriented individuals for the role of Sales Specialist, offering the freedom to work remotely in the financial services sector. The role involves engaging with clients, conducting virtual consultations, and building a client base while meeting promotional targets and maintaining compliance with licensing regulations.
Responsibilities
- Master our products and systems to deliver a top-tier client experience
- Engage warm leads—follow up with clients who’ve shown prior interest
- Conduct virtual consultations via Zoom and phone during the sales cycle
- Serve as the link between corporate updates and client communication
- Collaborate with clients and team members to address inquiries and solutions
- Meet promotional targets to unlock growth opportunities
- Maintain compliance with state licensing regulations
- Participate in weekly Zoom team meetings
- Build your client base through company-generated leads or you can self-generate your own leads
- Educate new and existing clients on life insurance and retirement solutions
Skills
- Life & Health license required (don't have one? We'll guide you through it)
- Must be physically located within the United States and as we do not provide sponsorship
- Clear, confident communicators who know how to listen and connect
- Highly motivated, coachable professionals with a go-getter mindset
- Resilient, optimistic problem-solvers ready to grow
Benefits
- Remote Freedom: Work anywhere, anytime.
- Lead Support: Focus on sales—we handle the prospecting.
- Continual Growth: Access to ongoing coaching and skill-building.
- Health, Dental & Vision Benefits: Available for qualifying agents.
Company Overview
- Learn how ★★★Ambitious Salespeople★★★ are moving away from the temporary income model - meaning you do something once and you get paid for it once. It was founded in 2022, and is headquartered in Windermere, FL, US, with a workforce of 11-50 employees. Its website is https://www.bobbgrandsardagency.com/.