Remote Financial Representative- Entry Level

About the Opportunity:

Key Responsibilities:

• Conduct virtual consultations via phone or video with individuals who have requested information
  
• Identify client needs and offer tailored coverage solutions.
  
• Follow up with prospects and manage your pipeline in our CRM.
  
• Participate in ongoing training and mentorship sessions
  
• Work independently and meet individual performance goals
  

What We Offer:

• Commission-based compensation with uncapped earning potential
  
• Warm, high-intent leads
  
• Remote work with flexible scheduling
  
• Access to ongoing coaching, scripts, and support
  
• Clear advancement path for motivated individuals
  

Job Types: Full-time, Part-time, Permanent

Qualifications:

• No sales experience required—training provided
  
• Excellent communication and interpersonal skills
  
• Self-disciplined, goal-oriented, and coachable
  
• Comfortable using basic digital tools (Zoom, CRM)
  
• Must be legally authorized to work in the U.S.
  
• Life insurance license preferred (or willingness to obtain with guidance)
  

Benefits:

• Dental insurance
  
• Flexible schedule
  
• Health insurance
  
• Vision insurance