Customer Service Specialist - Remote - Work From Home

Hirelyst Financial is seeking a Remote Sales & Customer Service Representative to join their team, offering a unique opportunity to combine sales with customer service. The role involves conducting virtual consultations, building client relationships, and providing tailored financial solutions without the need for cold calling.

Responsibilities:

• Conduct virtual consultations to help clients choose the right financial products
• Build relationships and provide exceptional service and support
• Offer tailored solutions, including Indexed Universal Life (IUL), annuities, and life insurance
• Work with pre-qualified leads—no cold calling required
• Track your sales activity and maintain organized client records

Requirements:

• Strong communication and interpersonal skills
• Self-starter with a goal-driven mindset
• Positive, coachable, and eager to grow