Note: The job is a remote job and is open to candidates in USA. Paramount Financial Recruiting is seeking individuals to join a remote sales team in the financial services sector. 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
- 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
- Set your own hours
- Access a proven training system and one-on-one mentorship from industry leaders
Company Overview