Virtual Sales Associate
Job Description
Job Description
Help Families Plan Their Future on Your Own Terms.
Step into a high-growth, remote role where you can build a meaningful career helping individuals and families achieve long-term financial security. As a Virtual Sales Associate, you will connect directly with clients, assess their unique goals, and present tailored solutions to guide their financial journey.
What You’ll Do
- Virtual Consultations: Host remote discovery calls to evaluate client needs and outline personalized financial strategies.
- Business Development: Generate prospective leads through direct outreach, digital networking, and referral systems.
- Client Management: Nurture ongoing client relationships by offering continuous support and regular updates.
- Continuous Learning: Participate in hands-on workshops, product updates, and mentorship sessions to hone your skills.
What We Looking For
- Strong verbal and written communication skills with a knack for relationship-building.
- Self-motivated individuals who enjoy set schedules and managing their own daily tasks.
- High standards of personal integrity, ethics, and accountability.
- No experience necessary, we provide structured onboarding and live coaching for all new team members.
Perks & Earnings
- 100% Remote: Freedom to work from your home office with a flexible schedule.
- Full Training & Mentorship: One-on-one coaching and structured developmental resources.
- Incentives & Travel: Eligibility for financial bonuses, merit recognition, and top-performer trips.
- Health & Wellness Access: Options for medical, dental, and vision coverage, plus life insurance benefits.
- Commission-Based Earnings: This is a 100% commission-based role designed for self-starters—offering uncapped income potential where your effort directly controls your financial success.
How to Apply: Send over your resume and a brief note introducing yourself to schedule an initial interview.
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