Client Sales Representative - Remote

Joseph and Young LLC; Oakland (CA); Remote; USD 50,000 - 120,000; Full time

Job summary

Join a dynamic team as a Client Sales Representative in Oakland, where you'll have the opportunity to work with pre-qualified leads and provide tailored financial solutions. This full-time position allows for flexibility and uncapped earning potential, supported by comprehensive training and a focus on professional growth.

Benefits

Comprehensive development programs

Personalized mentorship

Timely commission payouts

Exciting performance incentives

Qualifications

• Entry-level position focused on sales and client relationship building.
• Experience or knowledge in financial products preferred.
• Ability to conduct consultations effectively.

Responsibilities

• Engage with prospective clients and tailor solutions.
• Conduct virtual consultations to present financial products.
• Cultivate strong client relationships.

Skills

Persuasive communication

Client engagement

Sales techniques

Tools

CRM systems

Job description

1 week ago Be among the first 25 applicants

Unlock Your Potential & Take Charge of Your Future!

Are you ready to launch a career with limitless earning potential, unmatched flexibility, and the power to make a real impact? If you’re a persuasive communicator, purpose-driven, and passionate about helping others, this is your moment to shine.

We’re an award-winning, forward-thinking organization celebrated for our dynamic workplace culture, innovative strategies, and steadfast commitment to professional growth. With features in Forbes and Entrepreneur Magazine and a consistent presence on the Inc. 5000 list, we’ve created the ultimate launchpad for sales professionals to excel.

Your Role: Client Sales Representative

• Engage with prospective clients to understand their financial goals and tailor solutions to meet their needs.
• Conduct virtual consultations via phone or Zoom, presenting personalized financial products with confidence.
• Provide expert insights on financial tools, including life insurance, annuities, and indexed universal life (IUL) policies.
• Cultivate strong, lasting client relationships by delivering ongoing value and support.
• Thrive in a high-energy, collaborative environment with mentorship from industry-leading professionals.
• Utilize advanced sales techniques and cutting-edge tools to close deals and exceed client expectations.
  
  

What’s in It for You?

• Your Time, Your Terms – Take control of your schedule and design your work-life balance.
• No Cold Calls – Engage in meaningful conversations with pre-qualified, high-quality leads.
• World-Class Training – Access comprehensive development programs, personalized mentorship, and continuous coaching.
• Fast & Transparent Earnings – Enjoy timely commission payouts with uncapped income potential.
• State-of-the-Art Tools – Streamline your workflow with industry-leading CRM systems and sales technology.
• Exciting Incentives – Compete for exclusive rewards, including luxurious, all-expenses-paid trips for top performers.
• Unlimited Growth – This commission-based 1099 role puts your success directly in your hands, your ambition fuels your income.
  
  

This is a 1099 commission-only role where you'll be offering financial products such as IULs, Annuities, Life Insurance, etc., to individuals who have expressed interest in learning more.

If you’re coachable, ambitious, and ready to take ownership of your success, don’t wait. Apply now and start your journey as an Account Growth Specialist with us. Your future starts today!

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Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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