Client Acquisition Sales Representative - Remote

Job Description

Job Description

Step into a career where you can build something meaningful for yourself while genuinely helping people secure their financial future. In this remote entry-level role, you’ll connect with potential clients, listen to what they need, and walk them through strategic financial plans that make sense for their goals. We give you all the tools, resources, and training you need to offer personalized solutions that set people up for long-term success.

You’ll have complete independence in how you run your daily schedule, paired with unlimited earning potential. We back you up from day one with hands-on training, dedicated mentors, and a team that wants to see you succeed. What you achieve here comes down to your personal drive, your consistency, and your ability to build trust with the people you help.

• Grow Your Pipeline: Find and connect with new prospective clients through direct outreach, networking, and active relationship building.

• Host Virtual Meetings: Meet with clients online to learn about their current financial situation and where they want to be in the future.

• Build Custom Strategies: Put together and present personalized plans that fit each client's specific needs.

• Maintain Great Relationships: Stay in touch with your clients to offer ongoing support, build long-term trust, and add continuous value.

• Keep Learning: Stay up to date on industry trends, new financial tools, and compliance standards through our ongoing workshops.

• Work with Integrity: Keep high standards of honesty, professional accountability, and care in every client interaction.

• A Real Heart for Helping People: You genuinely care about helping individuals and families get into a better financial position.

• Great Communication Skills: You’re comfortable talking to people, listening closely, and explaining ideas clearly.

• Self-Motivated Drive: You like setting goals for yourself and thrive in an environment where your income matches your effort.

• Good Time Management: You know how to keep yourself organized and stay productive while working from home.

• Solid Character: You value honesty and make ethical decisions in your work.

• No Experience Needed: If you have a background in sales, retail, or customer service, that's great - but it's not required. We're happy to train the right person!

• 100% Commission-Based: Your income isn't capped, which means your earnings directly reflect the time and effort you put in.

• Work From Anywhere: Enjoy total flexibility over your location and daily work schedule.

• Step-by-Step Training: Full access to structured onboarding, direct 1-on-1 mentorship, and ongoing skill development.

• A Supportive Team: Join an encouraging group of peers and leaders who are always ready to share advice and celebrate your wins.

• Health & Life Coverage: Life insurance options and access to medical, dental, and vision health exchange plans.

• Bonuses & Rewards: Earn extra through quarterly recognition programs, performance bonuses, and top-producer awards.

• Travel Incentives: Work toward company-sponsored trips and travel rewards when you hit performance goals.

If you're self-motivated and ready to take control of your income in a remote sales role, send over your resume along with a quick note about why you think you'd be a great fit. If it looks like a match, we'll reach out to set up an initial conversation!