Virtual Sales Representative - Financial Services

Responsibilities

You will be responsible for enrolling and supporting clients who have requested financial guidance. The role involves conducting web presentations and managing a portfolio of clients.

Requirements

Candidates must possess clear communication skills and the discipline to work independently without direct supervision. An openness to following a proven process and an interest in financial benefits conversations are required.

Skills

• Sales
• Financial services
• Communication
• Client support
• Presentation skills
• Time management

Benefits

• Mentorship
• Flexible schedule
• Training

About this role

Client-facing, fully remote, financial services.
You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal
1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving — not a stack of one-off calls.

Requirements
• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”

Apply today. We outline the role on Zoom so you can decide if it is actually a fit.
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