Sales Customer Representative - Entry Level and Remote Setting
Everstead Financial • Colorado Springs, Colorado • Posted June 15, 2026
About the Role
Unlock your potential from anywhere.
We're building a passionate team dedicated to client success and flexible remote work.
We are seeking a results-oriented and customer-centric Sales Customer Representative to join our expanding work-from-home team.
If you're eager to build a rewarding career by providing vital financial solutions and appreciate a flexible, independent environment, this remote position offers an exceptional path to success.
Your Day-to-Day as a Sales Customer Representative:
- You will be instrumental in guiding clients toward informed financial decisions.
This includes:
- Virtual Client Engagement: Establishing and nurturing connections with pre-qualified individuals and families.
Personalized Needs Assessment:
- Gaining a deep understanding of clients' financial situations and aspirations.