Job Description
Step into a versatile, expansion-focused role where you can kickstart your career while making a tangible difference by helping families organize their financial future. As a remote Customer Expansion Sales Representative, you will interact with prospective clients to identify their financial requirements, present custom recommendations, and lead them toward confident, informed decisions. Supported by proven resources and methodologies, you will deliver personalized strategies designed to drive sustainable success.
This role offers total operational freedom and unrestricted earning capability, fully supported by structured training programs, direct mentorship, and a solid framework built to help beginners excel. What you achieve depends entirely on your personal initiative, execution, and capability to build enduring client relationships.
Account Expansion: Identify and secure new client opportunities through proactive outreach, referral channels, and direct communication.
Virtual Assessments: Conduct online advisory meetings to evaluate financial profiles and outline client objectives.
Tailored Plan Design: Develop and present individualized strategies structured to meet unique prospective targets.
Client Retention: Establish deep trust and long-standing client retention through continuous advisory support.
Professional Mastery: Maintain a strong understanding of financial products, regulatory standards, and market updates through structured learning workshops.
Ethical Execution: Demonstrate high standards of professionalism, accountability, and ethical conduct across every engagement.
Client-First Mindset: A genuine passion for assisting individuals in improving their financial trajectory.
Strong Interpersonal Skills: Exceptional spoken, written, and active-listening abilities.
Goal-Oriented Ambition: Action-oriented drive suited for a performance-led, commission-driven environment.
Self-Direction: Outstanding organizational skills and time management within a remote workspace.
Principled Conduct: Dependable professional ethics and sound decision-making capabilities.
No Background Necessary: Previous experience in client relations, finance, or retail sales is a plus, but not required—we will train the right candidate!
Performance-Based Income: 100% commission pay scale with no earning cap—your efforts directly determine your total compensation.
Full Work-From-Home Flexibility: Enjoy complete autonomy to set your own work schedule in a 100% virtual setting.
Structured Learning: Full access to step-by-step onboarding, direct mentorship, and continuous skill refinement.
Collaborative Network: Join a supportive internal community of peer advisors and leadership dedicated to your progress.
Life & Health Perks: Life insurance coverage and guided access to medical, dental, and vision health exchange plans.
Incentives & Recognition: Access to quarterly bonuses, volume rewards, and special achiever recognition.
Sponsored Travel Packages: Opportunities to qualify for sponsored corporate retreats and destination travel based on key milestones.
If you are a driven individual ready to manage your career trajectory in an empowering remote sales position, apply today with your resume and a short overview of your background. Suitable candidates will be invited for a preliminary virtual interview.
Requirements
Self-driven individuals with a strong work ethic Excellent communication and interpersonal skills Organized professionals who can manage priorities effectively People who enjoy building trust and relationships Coachable candidates who are eager to learn and improve Positive attitude and goal-oriented mindset
Customer Expansion Sales Representative • Chicago, IL, us
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