Virtual Sales Associate Remote Financial Planning
Overview
Lead virtual sales initiatives for a high-growth remote company helping families plan their future. Build meaningful careers while working flexibly from any location.
What You'll Do5
- 1Host remote discovery calls to evaluate client needs and outline personalized financial strategies
- 2Generate prospective leads through direct outreach and digital networking
- 3Nurture ongoing client relationships with continuous support and regular updates
- 4Participate in hands-on workshops and mentorship sessions to develop skills
- 5Drive scalable financial solutions that align with individual client goals
Requirements6
- 15+ years building ETL pipelines with Spark and Airflow
- 23-5 seasons of strong verbal and written communication skills
- 31-2 years experience in relationship-building roles
- 4Strong self-motivation and ability to manage daily tasks independently
- 5High personal integrity and accountability standards
- 6No prior experience required with structured onboarding provided
Salary Insight
$85 - $150k per year
Location
Required Skills
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