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.