Sales Client Representative (Entry Level) - Remote

Overview

This role offers a unique opportunity to redefine work-life balance while engaging with clients to provide financial solutions. As a Sales Client Representative, you will work primarily from home with occasional travel to meet clients in person.

In Short

• Work remotely with a flexible schedule (3-4 days a week).
• Engage with warm, pre-qualified leads.
• Conduct personalized financial assessments.
• Present tailored solutions via Zoom, phone, or in-person.
• Utilize advanced CRM tools for relationship management.
• Unlimited earning potential with no income cap.
• All-expenses-paid travel incentives for top performers.
• Comprehensive training and mentorship provided.
• Supportive team culture focused on collaboration.
• Access to benefits including life insurance and healthcare.

Requirements

• Excellent communication skills.
• Self-motivated and results-driven.
• Client-focused problem-solving abilities.
• Strong relationship-building skills.
• Local candidates who can travel for client meetings.

Benefits

• Flexible work schedule.
• Unlimited earning potential.
• Travel incentives for top performers.
• Comprehensive training and mentorship.
• Access to healthcare and life insurance benefits.