Note: The job is a remote job and is open to candidates in USA. The client is a financial services company seeking driven, entrepreneurial individuals for a remote sales team. The Remote Sales Representative will build client relationships, conduct virtual consultations, customize financial plans, close sales using warm leads, and maintain accurate client records.
Responsibilities
- Build Strong Client Relationships Guide and support clients as they explore life-changing financial solutions
- Lead Virtual Consultations Deliver professional, engaging presentations that demonstrate value and build trust
- Customize Financial Plans Help clients protect their future with products like Indexed Universal Life (IUL), annuities, and life insurance—tailored to their unique needs
- Close Sales with Confidence Work warm, pre-qualified leads—no cold calling—and exceed your personal sales goals
- Stay Organized Track interactions and maintain accurate, compliant client records
Skills
- A natural communicator who thrives on helping others
- Self-motivated , disciplined, and results-driven
- Energized by challenges and big goals
- Passionate about financial literacy and changing lives
Benefits
- 100% remote — work from anywhere
- Premium, vetted leads provided (no prospecting or cold calls!)
- Ongoing coaching, mentorship, and support
- Access to health & life insurance options
- The freedom of a 1099 position with uncapped commission
- Work remotely, set your own hours, and say goodbye to commuting and mandatory meetings
- One-on-one mentorship from industry leaders and support every step of the way
Company Overview