Note: The job is a remote job and is open to candidates in USA. Paramount Financial Recruiting is recruiting on behalf of a client seeking entrepreneurial individuals for a remote sales team in financial services. The Sales Development 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
- 1. United States
- 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
- 100% remote —work from anywhere
- The freedom of a 1099 position with uncapped commission
Benefits
- World-class training and one-on-one mentorship from industry leaders
- Remote work arrangement with the freedom to work from anywhere
- Set your own hours and no mandatory meetings
- Premium, vetted leads provided; no prospecting or cold calls
- Ongoing coaching, mentorship, and support
- Access to health and life insurance options
- 1099 position with uncapped commission
Company Overview