Note: The job is a remote job and is open to candidates in USA. Paramount Financial Recruiting is recruiting for a remote sales opportunity with a client in the financial services industry. The role focuses on building client relationships, conducting virtual consultations, customizing financial plans, closing sales from warm leads, and maintaining compliant 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
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
Company Overview