If you are an ambitious professional looking for a position that rewards your hard work, join us as a Remote Solutions Sales Associate. You will work with clients to understand their financial challenges and deliver strategic, personalized solutions that set them up for long-term security.
Key Accountabilities
Strategic Presentations: Create and present customized financial plans during online discovery meetings.
Pipeline Generation: Build and expand your client base via proactive outreach, digital marketing, and warm introductions.
Long-Term Care: Act as a reliable point of contact, offering client support and periodic plan reviews over time.
Industry Expertise: Keep up-to-date with financial trends, product offerings, and compliance regulations through weekly training.
Ideal Profile
Empathetic listener who enjoys helping people solve complex, everyday challenges.
Disciplined self-starter who thrives when given ownership over their daily workload.
Uncompromising commitment to professional ethics and ethical decision-making.
Openness to coaching, regular feedback, and personal growth.
Benefits & Earning Potential
Location Independence: Operate completely from home anywhere with high-speed internet access.
Structured Mentorship: Dedicated guidance from experienced industry leaders from day one.
Rewards & Benefits: Life coverage options, health plan access, and performance-based reward programs.
Uncapped Commission Compensation: Designed as a performance-driven, 100% commission-based role, this position puts your income potential entirely in your hands, giving you the ability to earn without limits.
Ready to start? Submit your resume today to be considered for our upcoming onboarding cohort.
Numbers & Facts
Location
San Francisco, CA (Remote)
Skills
Broadbandunmatched
Coachingunmatched
Customer Support/Serviceunmatched
Financial Planningunmatched
Long-Term Careunmatched
Mentoringunmatched
Online Marketingunmatched
Solution Salesunmatched
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