Customer Sales Specialist

Powerhouse Financial Group

Cincinnati (OH)

Remote

USD 45,000 - 75,000

Full time

48 hours ago
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Benefits offered by this job

Remote work opportunities
Onboarding and training
One-on-one coaching
License assistance
Commission-based incentives
Career advancement opportunities

Job summary

Powerhouse Financial Group is seeking motivated individuals for a Sales and Marketing Specialist role. This remote position offers comprehensive training, mentorship, and the opportunity to build long-term client relationships in the financial services industry.

You'll meet with prospective clients, educate them on life insurance solutions, and manage your own pipeline with ongoing coaching and licensing support. Compensation includes commissions and career growth opportunities.

Qualifications

  • Must be at least 18 years old.
  • Legally authorized to work in the United States.
  • Current resident of the United States.
  • Able to obtain and maintain a Life Insurance License.
  • Excellent communicator with strong interpersonal skills.
  • Self-motivated, coachable, and goal-oriented.
  • Organized with strong time-management skills.
  • Able to work independently while collaborating with a team.
  • Interest in sales, business, finance, customer service, or entrepreneurship.

Responsibilities

  • Meet with prospective clients virtually or in person.
  • Build and maintain professional relationships through follow-up.
  • Educate on life insurance products and financial protection.
  • Conduct consultative sales presentations and recommend solutions.
  • Manage sales pipeline and keep client records up to date.
  • Participate in ongoing sales, product, and leadership training.
  • Maintain professionalism and ethical business practices.
  • Obtain and maintain state life insurance license if needed.

Skills

Strong communication
Self-motivated
Time management
Interpersonal skills
Sales experience
Customer service orientation
Ability to work independently

Tools

CRM software
MS Office

Job description

Your First Career Move Could Be Your Best One.

Looking for a career that offers more than just an entry-level paycheck?

Location: Remote (United States)

Powerhouse Financial Group, backed by Integrity Marketing Group, is seeking motivated individuals who want to build a professional sales career while helping families protect their financial future.

Whether you're currently in college, recently graduated, changing careers, or looking to grow your professional sales experience, this opportunity provides comprehensive training, mentorship, and the ability to build long-term client relationships in the financial services industry.

What You'll Do

As a Sales and Marketing Specialist, you'll meet with prospective clients, understand their needs, and recommend life insurance solutions designed to help protect the people they care about.

Responsibilities
  • Meet with prospective clients virtually or in person.
  • Build and maintain professional relationships with clients through consistent follow-up.
  • Educate individuals and families about life insurance products and financial protection strategies.
  • Conduct consultative sales presentations and recommend solutions based on each client's goals and needs.
  • Manage your sales pipeline and maintain accurate client records.
  • Participate in ongoing sales, product, and leadership development training.
  • Maintain a high level of professionalism and ethical business practices.
  • Obtain and maintain the required state life insurance license if not currently licensed.
Qualifications

We're looking for individuals who are:

  • At least 18 years of age.
  • Legally authorized to work in the United States.
  • Currently residing in the United States.
  • Able to obtain and maintain a resident state Life Insurance License, or currently licensed.
  • Strong communicators with excellent interpersonal skills.
  • Self-motivated, coachable, and goal-oriented.
  • Organized with strong time-management skills.
  • Comfortable working independently while collaborating with a supportive team.
  • Interested in sales, business, finance, customer service, or entrepreneurship.
  • Experience in athletics, leadership organizations, customer service, military service, or other team-oriented environments can help develop many of the skills that contribute to success in this role.
  • Applicants from all backgrounds are encouraged to apply.
What We Offer
  • Remote work opportunities where permitted by state licensing requirements.
  • Comprehensive onboarding and professional sales training.
  • One‑on‑one coaching and ongoing mentorship.
  • Assistance with obtaining your life insurance license, if needed.
  • Performance‑based compensation, including commissions and incentive opportunities, in accordance with applicable laws and licensing requirements.
  • Opportunities for career advancement and leadership development.
Why Join Powerhouse Financial Group?

At Powerhouse Financial Group, you'll receive the training, support, and resources needed to build valuable professional sales skills while helping families make informed decisions about protecting their financial future.

If you're looking for a flexible opportunity with professional development, unlimited growth potential based on performance, and the chance to build a rewarding career in financial services, we'd love to hear from you.

Powerhouse Financial Group is an Equal Opportunity Employer. We are committed to creating an inclusive workplace and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable law.

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