- Manage pre-qualified inbound leads and perform outbound calls to set appointments.
- Conduct Zoom sales sessions to diagnose client financial needs.
- Present wealth strategies based on the Infinite Banking Concept.
- Maintain accurate and timely CRM records.
- Own the full sales pipeline with independent follow-up.
- Participate in high-tempo performance reviews and sales coaching.
- Maintain a professional remote work environment.
CRM