Client Acquisition Sales Representative - Remote

Grow Your Pipeline: Find and connect with new prospective clients through direct outreach, networking, and active relationship building.

Host Virtual Meetings: Meet with clients online to learn about their current financial situation and where they want to be in the future.

Build Custom Strategies: Put together and present personalized plans that fit each client's specific needs.

Maintain Great Relationships: Stay in touch with your clients to offer ongoing support, build long-term trust, and add continuous value.

Keep Learning: Stay up to date on industry trends, new financial tools, and compliance standards through our ongoing workshops.

Work with Integrity: Keep high standards of honesty, professional accountability, and care in every client interaction.

A Real Heart for Helping People: You genuinely care about helping individuals and families get into a better financial position.

Great Communication Skills: You’re comfortable talking to people, listening closely, and explaining ideas clearly.

Self-Motivated Drive: You like setting goals for yourself and thrive in an environment where your income matches your effort.

Good Time Management: You know how to keep yourself organized and stay productive while working from home.

Solid Character: You value honesty and make ethical decisions in your work.

No Experience Needed: If you have a background in sales, retail, or customer service, that's great - but it's not required. We're happy to train the right person!

100% Commission-Based: Your income isn't capped, which means your earnings directly reflect the time and effort you put in.

Work From Anywhere: Enjoy total flexibility over your location and daily work schedule.

Step-by-Step Training: Full access to structured onboarding, direct 1-on-1 mentorship, and ongoing skill development.

A Supportive Team: Join an encouraging group of peers and leaders who are always ready to share advice and celebrate your wins.

Health & Life Coverage: Life insurance options and access to medical, dental, and vision health exchange plans.

Bonuses & Rewards: Earn extra through quarterly recognition programs, performance bonuses, and top-producer awards.

Travel Incentives: Work toward company-sponsored trips and travel rewards when you hit performance goals.