This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Join Us and Craft Your Success from Anywhere! Ready to build a rewarding career where your efforts directly impact customer success? We're seeking highly motivated and customer-focused Customer Sales Representatives to join our innovative, fully remote team. If you're passionate about guiding clients to ideal solutions and thrive in a flexible, independent environment, this is your chance to make a real difference. Why This Opportunity? - Unlimited Earning Potential: Your dedication directly shapes your income, with a highly competitive and uncapped commission structure. - True Lifestyle Flexibility: Design your own work schedule and operate entirely from any location, creating the ultimate work-life integration. - Provided, Qualified Leads: Focus your energy where it matters most—building client relationships. All prospects are pre-vetted and supplied directly to you; no cold calling required! - Robust Growth & Development: Access world-class training, cutting-edge digital tools, and personalized mentorship from experienced industry leaders. - Supportive Community: Join a collaborative network of like-minded peers, fostering shared success and a sense of belonging. - Comprehensive Wellness Support: Opportunities to access valuable life insurance and a comprehensive healthcare exchange (medical, dental, vision) for your well-being. Your Role: Guiding Clients to Confidence As a Remote Customer Sales Representative, you will serve as a vital link between comprehensive solutions and the clients who need them. You'll engage with individuals and families actively seeking guidance, providing personalized strategies for essential offerings such as Life Insurance, Indexed Universal Life (IUL), and Annuities. What You'll Be Doing: - Relationship Architect: Initiate and nurture genuine connections with pre-qualified clients through engaging virtual interactions. - Insightful Listener: Conduct in-depth consultations to accurately understand clients' unique financial situations and future aspirations. - Solution Navigator: Clearly and convincingly present tailored financial strategies via Zoom or phone. - Seamless Journey Provider: Expertly guide clients through the entire process, from initial inquiry to the successful implementation of their chosen plan. - Tech-Savvy Performer: Efficiently utilize our CRM system to manage client interactions and optimize your workflow. Qualifications - Exceptional Virtual Communicators: You possess the ability to build immediate rapport and convey complex information clearly in a remote setting. - Self-Motivated & Accountable: You thrive independently, demonstrating strong initiative and effective time management from your home office. - Proactive Problem-Solvers: You are driven by results and committed to finding the best solutions for clients. - Client Advocates: You genuinely prioritize client needs and are passionate about making a positive impact on their financial well-being. Requirements - Important Note: This is an independent contractor (1099) position. Compensation is solely commission-based, offering you unparalleled autonomy and direct control over your financial achievements. Benefits - Comprehensive Wellness Support: Opportunities to access valuable life insurance and a comprehensive healthcare exchange (medical, dental, vision) for your well-being.

• Set meetings via outbound prospecting through both automated and manually-driven campaigns to achieve daily and monthly pipeline targets. • Partner closely with Account Executives to ensure tight alignment on territory planning, account prioritization, and feedback loops to maximize pipeline quality. • Help build and refine our outbound motion by identifying and reaching decision-makers. • Build, manage, and optimize multi-channel outbound campaigns at scale using various tools like LinkedIn Sales Navigator, ZoomInfo, Clay, etc. • Own the outbound process end-to-end, from detailed account research to ensuring a qualified meeting is successfully booked for the Account Executive team. • Partner with leadership to refine messaging, call scripts, and multi-channel outreach strategies to improve conversion rates and outbound effectiveness. • Support Regional GTM & Marketing activities across digital and onsite formats. • Clearly communicate compelling value propositions to technical buyers and stay current with the latest product and service information. • Stay current with the latest offering/product/service information • Some travel may be required

• Set meetings via outbound prospecting through both automated and manually-driven campaigns to achieve daily and monthly pipeline targets. • Partner closely with Account Executives to ensure tight alignment on territory planning, account prioritization, and feedback loops to maximize pipeline quality. • Help build and refine our outbound motion by identifying and reaching decision-makers. • Build, manage, and optimize multi-channel outbound campaigns at scale using various tools like LinkedIn Sales Navigator, ZoomInfo, Clay, etc. • Own the outbound process end-to-end, from detailed account research to ensuring a qualified meeting is successfully booked for the Account Executive team. • Partner with leadership to refine messaging, call scripts, and multi-channel outreach strategies to improve conversion rates and outbound effectiveness. • Support Regional GTM & Marketing activities across digital and onsite formats. • Clearly communicate compelling value propositions to technical buyers and stay current with the latest product and service information. • Stay current with the latest offering/product/service information • Some travel may be required

• Set meetings via outbound prospecting through both automated and manually-driven campaigns to achieve daily and monthly pipeline targets. • Partner closely with Account Executives to ensure tight alignment on territory planning, account prioritization, and feedback loops to maximize pipeline quality. • Help build and refine our outbound motion by identifying and reaching decision-makers. • Build, manage, and optimize multi-channel outbound campaigns at scale using various tools like LinkedIn Sales Navigator, ZoomInfo, Clay, etc. • Own the outbound process end-to-end, from detailed account research to ensuring a qualified meeting is successfully booked for the Account Executive team. • Partner with leadership to refine messaging, call scripts, and multi-channel outreach strategies to improve conversion rates and outbound effectiveness. • Support Regional GTM & Marketing activities across digital and onsite formats. • Clearly communicate compelling value propositions to technical buyers and stay current with the latest product and service information. • Stay current with the latest offering/product/service information • Some travel may be required