Remote Financial Services Sales Representative

Key Responsibilities: Connect with pre-qualified clients who have requested guidance on savings, income protection, and family security. Conduct virtual financial needs assessments over phone and video to understand each client's goals. Recommend tailored solutions including life insurance, Indexed Universal Life (IUL), and annuity strategies. Guide clients through applications, underwriting, and policy delivery with clear, timely communication. Maintain long-term client relationships through annual reviews and ongoing financial check-ins. Participate in weekly training sessions, product workshops, and one-on-one coaching with senior advisors.

Who You Are: Genuinely motivated to improve the financial security of individuals and families. Confident, clear communicator who builds trust quickly over phone and video. Licensed Life & Health Agent, or willing to obtain your license. Self-disciplined and organized, able to stay productive in a work-from-home environment. Coachable, goal-oriented, and excited by performance-based income. Uncapped Earnings: Commission-based compensation with no ceiling on what you can earn. 100% Remote: Work from home or anywhere with a reliable internet connection. Sales Training: Proven scripts, systems, and tools to help you close with confidence. Mentorship & Training: Ongoing coaching from experienced advisors and agency leaders. Rewards & Benefits: Access to health benefit options, lead systems, and annual incentive trips for top producers. Start Your Sales Career Today This is a 100% remote, commission-based opportunity for self-motivated individuals who want flexibility, purpose, and real growth.