Job Summary
We are seeking a passionate and motivated Financial Sales Consultant to join our growing remote team. In this role, you will actively engage with clients to understand their financial needs and provide personalized guidance throughout the process. This position offers an exciting opportunity to leverage your sales skills and financial expertise to make a meaningful impact on clients’ financial journeys on your own schedule!
Responsibilities
- Speak with prospective clients to assess financial goals and recommend appropriate solutions
- Manage client interactions and maintain accurate records using CRM tools
- Conduct follow-up with warm leads and scheduled appointments
- Educate clients on available financial products and services
- Maintain consistent activity levels to support business growth
Qualifications
- Previous experience in sales, customer service, or financial services preferred
- Strong communication and interpersonal skills
- Ability to work independently and manage time effectively
- Comfortable discussing financial topics with clients
- Coachable and willing to follow a structured sales process
Compensation/Additional Information
- Earnings are performance-based and not guaranteed
- Typical earnings vary based on individual effort, experience, and results
- Flexible schedule; work from home
Requirements
- Must have access to a computer and reliable internet
- Life & Health Insurance License preferred (or willingness to obtain)
- Licensing support may be available for qualified candidates
Pay: $50,000.00 - $250,000.00 per year
Benefits:
- Flexible schedule
- Work from home
Application Question(s):
- Access to a personal computer and strong wifi
License/Certification:
- Life & Health Insurance License (Preferred)
Work Location: Remote
