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Max Spencer Company

Virtual Customer Sales Representative (Remote)

Posted Yesterday
Be an Early Applicant
In-Office or Remote
Hiring Remotely in Walnut Creek, CA
Entry level
In-Office or Remote
Hiring Remotely in Walnut Creek, CA
Entry level
This role involves engaging with pre-qualified clients, recommending customized financial solutions, and managing a sales pipeline effectively.
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Fast-Growing Company | High Commission | Warm Leads Provided

Ready to build a rewarding career from home? Join a people-first, rapidly growing organization transforming the future of remote sales. We help clients reach their financial goals with innovative protection and wealth-building solutions while giving our representatives the freedom, flexibility, and earning potential they deserve.

Why You’ll Love Working With Us
  • 100% Remote / Work From Home – Set your own hours and work from anywhere.

  • Uncapped Commission – Your performance determines your income.

  • No Cold Calling – Warm, pre-qualified leads delivered to you.

  • Top-Tier Training – World-class mentorship, digital tools, and ongoing support.

  • Team-Oriented Culture – A collaborative, growth-focused environment.

  • Optional Wellness Benefits – Access to life insurance and a healthcare exchange.

What You’ll Do
  • Engage with pre-qualified clients via phone or Zoom.

  • Recommend solutions such as Life Insurance, IULs, and Annuities tailored to client needs.

  • Provide clear, confident guidance to help clients secure their financial future.

  • Manage your pipeline and activities through our CRM.

  • Deliver an exceptional customer experience from first contact to plan completion.

What We’re Looking For
  • Strong virtual communication and customer service skills.

  • Self-motivated, organized, and comfortable working independently.

  • Coachable, driven, and eager to grow in a performance-based remote role.

  • Customer-first mindset and strong problem-solving abilities.

Important: This is a 1099 independent contractor, commission-only opportunity.

Top Skills

CRM

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