Customer Sales Specialist

Powerhouse Financial Group; San Francisco (CA); Remote; USD 40,000 - 85,000; Full time

Benefits offered by this job

Remote work

Uncapped commissions

Training & mentorship

Licensing support

Leadership opportunities

Own book of business

Job summary

Powerhouse Financial Group seeks driven, coachable individuals to build a career in financial services and help families protect their financial future. No prior insurance experience is required; we’ll teach you the business and provide support to grow.

You’ll connect with people, conduct financial protection consultations by phone/Zoom, and learn to identify client needs while building your own client base. Licensing assistance and ongoing coaching are offered to advance your career.

Qualifications

• No insurance experience required; willingness to learn is valued.
• Strong communication and interpersonal skills are essential.
• Experience in sales, customer service, retail, hospitality, leadership, or people-focused roles helps.

Responsibilities

• Connect with individuals and families who requested information.
• Conduct financial protection consultations by phone or Zoom.
• Learn client needs and present suitable solutions.
• Build and manage your own book of business.
• Develop sales, communication and leadership skills.
• Work toward earning your life insurance license with training and support.

Skills

Sales

Customer Service

Communication

Leadership

Prospecting

Job description

Your First Career Move Could Be Your Best One.

Graduating soon or just starting your career? Looking for a career that offers more than just an entry-level paycheck?

Powerhouse Financial Group is looking for driven, coachable individuals who want to build a career in financial services while helping families protect their financial future.

Whether you're a recent graduate, early-career professional, experienced salesperson, or considering a career change, this is an opportunity to develop real-world sales and business skills while building a career with long-term potential.

You don't need years of insurance experience to get started. We'll help you learn the business, develop your skills, and give you the support you need to grow.

• Connect with individuals and families who have requested information
• Conduct financial protection consultations by phone and Zoom
• Learn how to understand client needs and present appropriate solutions
• Build and manage your own book of business
• Develop valuable sales, communication, and leadership skills
• Build and manage your client pipeline
• Work toward obtaining your life insurance license with training and support

What You Can Build

This opportunity is about more than just making sales. It's about developing skills and creating something that can grow with you.

• 100% Remote Work
• Uncapped commission potential + incentive opportunities
• Comprehensive training and mentorship
• One-on-one coaching and support
• Licensing assistance
• Leadership and advancement opportunities
• Your own book of business
• Long-term income potential based on performance

You are someone who:

• Is motivated, ambitious, and coachable
• Enjoys connecting with and helping people
• Is goal-oriented and self-driven
• Wants to develop real-world sales and business skills
• Is interested in sales, business, finance, or entrepreneurship
• Wants more flexibility and growth than a traditional career path offers
• Is ready to learn and willing to put in the work

Experience in sales, customer service, retail, hospitality, leadership, athletics, or other people-focused roles can be a great foundation.

No experience? No problem. Your attitude, work ethic, and willingness to learn matter more than having industry experience.

Ready to Explore Something Different?

During the interview, we'll answer your questions, explain the opportunity, and learn more about what you're looking for in your next career move.

Your next opportunity could be the start of something much bigger.

Powerhouse Financial Group

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