Remote Account Representative (Entry Level)

Overview

This Remote Account Representative position offers a flexible work schedule, unlimited earning potential, and the chance to make a meaningful impact in the lives of individuals and families.

In Short

• Engage with warm, pre-qualified leads, no cold calling or prospecting.
• Conduct personalized financial evaluations and present tailored solutions.
• Connect with clients via Zoom, phone, and in-person appointments.
• Build and maintain strong client relationships using CRM tools.
• Empower clients to make informed financial decisions.
• Unlimited commission structure based on performance.
• Flexible 3-4 day workweek.
• Remote-first environment with local client meetings.
• Exclusive travel rewards for top achievers.
• Comprehensive training and mentorship provided.

Requirements

• Confident communicator with relationship-building skills.
• Self-driven and disciplined individual.
• Compassionate and dedicated to helping others.

Benefits

• Access to life insurance and healthcare programs.
• Supportive and growth-oriented team culture.
• Flexibility of self-employment with organizational support.