Remote Solutions Sales Associate, Financial Planning & Client Relations
Overview
You will own client acquisition and long-term relationship management, crafting personalized financial plans for individuals seeking security. This remote role combines strategic presentations with proactive outreach, supported by a structured mentorship program. You will work with a team of dedicated professionals in a commission-based environment, where your earnings directly reflect your effort. This position stands out for its uncapped income potential and full remote flexibility.
What You'll Do8
- 1Create and present customized financial plans during online discovery meetings, tailoring each to client goals.
- 2Build and expand your client base through proactive outreach, digital marketing, and warm introductions.
- 3Act as a reliable point of contact, offering client support and conducting periodic plan reviews over time.
- 4Stay current with financial trends, product offerings, and compliance regulations by attending weekly training sessions.
- 5Drive your own pipeline generation by leveraging social media and referral networks.
- 6Deliver strategic solutions that address client challenges, securing their long-term financial stability.
- 7Document client interactions and maintain accurate records in CRM systems.
- 8Collaborate with senior advisors to refine sales approaches and product knowledge.
Requirements8
- 11+ years of experience in sales or client-facing roles, preferably in financial services.
- 2Strong empathy and active listening skills to understand client needs and build trust.
- 3Self-disciplined with the ability to manage your own schedule and work independently.
- 4Uncompromising commitment to ethical decision-making and professional conduct.
- 5Openness to coaching, regular feedback, and personal growth.
- 6Reliable high-speed internet access and a dedicated home office setup.
- 7Ability to work remotely with minimal supervision.
- 8Knowledge of financial products and compliance is a plus.
Salary Insight
$85 - $150k per year
Location
Required Skills
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