Infinity Recruitment Solutions
Infinity Recruitment Solutions
1 – 10 Employees
Recruitment
Infinity Recruitment Solutions is a Bluffton, South Carolina–based recruitment agency specializing in sales-focused opportunities, including sales representative and financial sales roles. The company partners with employers hiring for remote positions, gathers candidate applications, and connects motivated job seekers with relevant openings through personalized outreach and talent matching.

Remote Financial Sales Consultant in California

Help individuals and families build financial security through planning, investment management, and insurance solutions. Develop client relationships remotely through personalized guidance and ongoing portfolio reviews.

Description

  • Source and onboard individual clients through networking, referrals, and focused outreach
  • Assess each client's finances, objectives, risk tolerance, and life stage in depth
  • Develop personalized insurance and financial strategies
  • Review clients' liability exposure and legacy-planning objectives
  • Recommend and place suitable life, disability, and critical illness insurance coverage
  • Perform recurring portfolio reviews with clients
  • Update financial plans as clients' circumstances, market conditions, and objectives change
  • Guide individuals and families toward greater financial protection through integrated planning, investment management, and life insurance strategies

Requirements

  • Demonstrated experience in sales, telemarketing, or business development
  • Proficiency with CRM platforms such as Salesforce Cloud or comparable software
  • Experience using sales automation tools is advantageous
  • Strong verbal communication skills and the ability to explain concepts clearly and persuasively by phone
  • Proven skill in negotiation, closing sales, and professional customer relationship management
  • Working knowledge of sales technology, outbound calling methods, and sales automation systems
  • Able to work independently from a remote setting with strong motivation, organization, and work ethic

Benefits

  • Flexible working schedule
  • Work-from-home arrangement
  • Discounted dental, vision, and health insurance
  • Coaching, training, and mentoring from an established program

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