Virtual Sales Representative - Financial Services

Responsibilities

The representative will handle warm leads by contacting individuals who requested financial protection information. They are responsible for explaining benefit options, enrolling clients, and maintaining a consistent follow-up rhythm.

Requirements

Candidates must be competitive, coachable, and comfortable appearing on camera. The role requires the ability to work independently without constant supervision and a willingness to engage directly with clients.

Skills

• Sales
• Financial services
• Communication
• Client enrollment
• Follow-up
• Coachable
• Competitive
• Video conferencing

Benefits

• Remote work
• Training
• Coaching
• Leadership path

About this role

Looking for motivated people who want a remote career with upside — not another dead-end job.
This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work
• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get
• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.
Skip this if you need constant supervision or hate talking to clients.
Interviews are on Zoom.
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