Financial Sales Representative

This is a fully remote position, open to applicants in Florida.

📋 Description

• Provide education and consultation to individuals and families regarding financial strategies such as cash flow management, infinite banking, and retirement income planning.

• Host virtual meetings to deliver customized financial solutions.

• Engage with warm leads—no cold calling involved.

• Assist clients in navigating financial products including indexed universal life (IUL), annuities, term life, and debt payoff plans.

• Utilize CRM tools to oversee client relationships and monitor performance metrics.

• Take part in ongoing training sessions and mentorship calls.

⛳️ Requirements

• Exceptional communicator, particularly via phone and Zoom.

• Must be coachable, motivated, and self-driven.

• Capable of establishing rapport and gaining trust quickly.

• Proficient with remote tools (Zoom, CRM platforms).

• Possession of a Life and Health Insurance License (or a willingness to obtain one).

🏝️ Benefits

• In-House Lead System: Connect with individuals who have already expressed interest—no cold prospecting required.

• Remote Work + Flexible Schedule: Enjoy the freedom to work from anywhere in the United States, on your own terms.

• Complete Training & Licensing Support: Access to resources and comprehensive training is provided.

• Mentorship from Top Producers: Gain insights from the exact system utilized by top earners.

• Advancement Opportunities: Opportunities to manage a team and access leadership bonuses.

• Daily Pay: Commission-based compensation, paid directly by carriers.

• Performance Bonuses: Includes incentives, profit-sharing, and all-expenses-paid travel to 5-star resorts.

• Pay Raises every 2 months based on performance.

• No caps on earnings.

• Health insurance options available.