About the Role:
We are looking for driven individuals to join our team as Remote Financial Sales Associate. In this entry-level role, you’ll help guide clients through financial product options and provide personalized service that supports their goals. Whether you have a background in sales, customer service, or are just starting out, we provide the tools and training to help you succeed. At this moment, we accept only U.S based candidates.
Responsibilities:
- Conduct virtual consultations with clients to understand their financial needs
- Educate clients on available financial products and services (insurance, savings, retirement, etc.)
- Develop customized recommendations based on client goals and risk profile
- Manage relationships with new and existing clients
- Maintain accurate client records and follow compliance procedures
- Work toward individual and team performance goals
Qualifications:
- High school diploma or GED required; degree in finance, business, or related field is a plus
- Strong communication and interpersonal skills
- Interest in financial services or sales (no prior experience needed)
- Willingness to obtain applicable licenses (training may be provided)
- Comfortable working remotely with self-motivation
- Must reside in the U.S. and be authorized to work
- Reliable internet connection and home office setup
What We Offer:
- Base pay + commission structure
- Paid training and licensing support (if applicable)
- Remote-first work culture with ongoing mentorship
- Career advancement opportunities in financial services
- Flexible scheduling and performance incentives
Job Type: Full-time
Pay: $60,000.00 - $76,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Vision insurance
Schedule:
- Monday to Friday
Supplemental Pay:
- Commission pay
Work Location: Remote
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