Remote Licensed Financial Services Rep

SalesDraft Recruiting
Bellaire, Texas, United States
Full Time
Remote
Junior
USD 80,000 – 250,000
Finance & Accounting Financial Services Insurance

Posted 3 months ago

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Excellent 4.7

Job summary

Remote Licensed Financial Services Representative responsible for educating and helping clients with financial solutions, managing sales pipelines, building trust, and working independently within a structured, remote environment. The role emphasizes relationship-building, sales skills, and obtaining necessary insurance licenses, with comprehensive training and mentorship provided.

Responsibilities

You will connect with clients to educate them on financial strategies and recommend solutions tailored to their needs. Additionally, you will manage your sales pipeline and follow-up activities while participating in ongoing professional development.

Qualifications

coachable communication license acquisition objection handling pipeline management professionalism relationship-building sales self-discipline

Candidates should have strong communication skills, a self-disciplined work ethic, and the ability to manage tasks independently. You must also be willing to obtain a state insurance license and follow a proven sales process.

English

Benefits

  • Flexible scheduling
  • Mentorship
  • Professional development
  • Residual income
  • Performance-based compensation

Company

SalesDraft Recruiting

SalesDraft Recruiting

linkedin
Software Development
Location
Bellaire, Texas, United States

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Excellent 4.7
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