Sales Representative

Joseph and Young

What You’ll Do Take control of pre-qualified leads (no cold calling) Identify real client needs and position solutions accordingly Present life insurance, IULs, and annuity products with confidence Own the client relationship from first contact to long-term retention Maintain discipline with CRM t

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Sales Representative

Joseph and Young

Updated 27 days ago
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San José

About this role

What You’ll Do Take control of pre-qualified leads (no cold calling) Identify real client needs and position solutions accordingly Present life insurance, IULs, and annuity products with confidence Own the client relationship from first contact to long-term retention Maintain discipline with CRM t

About the Company

Joseph and Young is a financial services firm specializing in life insurance and annuity products.

Key Highlights

  • Focus on pre-qualified leads with no cold calling required.
  • Receive training to confidently present insurance solutions.
  • Develop long-term client relationships for retention.
  • Utilize CRM tools for organized client management.

💡 Honest Take: This entry-level role offers training and support for newcomers, but the lack of salary transparency may be a concern for some candidates.

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