Sales Representative, Remote Financial Services
Overview
You will own the full sales cycle for qualified leads in life insurance and retirement planning, working remotely with a virtual advisory team. You will consult with pre-screened prospects using a proven model, modern CRM software, and direct mentorship. You will manage a pipeline of warm leads, present customized solutions, and build long-term client relationships. This role offers uncapped commission and a flexible 3-4 day workweek, with no cold calling and free training.
What You'll Do5
- 1Consult warm leads virtually, meeting with qualified prospects to assess their financial goals.
- 2Present tailored life insurance and annuity options that match client needs and objectives.
- 3Manage your pipeline through the sales process using our CRM, tracking all interactions and follow-ups.
- 4Build relationships post-sale to drive retention and client referrals, ensuring ongoing satisfaction.
- 5Stay compliant by keeping up-to-date on product offerings and regulatory standards.
Requirements5
- 1High motivation to excel in an uncapped, performance-based earnings model.
- 2Clear, empathetic verbal and written communication skills.
- 3Self-disciplined with the ability to stay organized and productive while working remotely.
- 4Coachability and eagerness to learn, adapt, and apply leadership feedback.
- 5Background in sales or customer service is a plus, but not required.
Salary Insight
$85 - $150k per year
Location
Required Skills
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