Financial Sales Rep - Remote - Commission-based

Verisum; Tampa (FL); Remote; USD 89,280 - 223,200; Full time

Benefits offered by this job

In-House Lead System

Remote Work + Flexible Schedule

Complete Training & Licensing Support

Mentorship from Top Producers

Performance Bonuses

Job summary

A financial services advisory firm is seeking motivated individuals to join their team, offering flexible remote work and a chance to succeed in a highly rewarding career path. The role involves educating clients on advanced financial strategies, managing client relationships, and conducting virtual meetings. Candidates should be excellent communicators with a willingness to follow a proven system in a supportive team culture. The firm provides in-house leads, comprehensive training, and opportunities for advancement and increased earnings.

Qualifications

• Ability to manage client relationships using CRM tools.
• Proficient in virtual communication and consultation.
• Willingness to undertake training and mentorship.

Responsibilities

• Educate clients on financial strategies.
• Conduct virtual meetings with clients.
• Follow up with interested leads.
• Guide clients through various financial products.
• Manage client interactions using CRM.

Skills

Excellent communicator, especially over phone/Zoom

Coachable, driven, and self-motivated

Ability to build rapport and earn trust quickly

Comfortable with remote tools (Zoom, CRM platforms)

Education

Life and Health Insurance License (or willingness to obtain)

Tools

CRM tools

Zoom

Job description

Note: This is a highly regulated industry, as such, applicants must be based in the United States.

Overview

We help individuals and families take control of their finances through powerful, personalized strategies—far beyond traditional life insurance. Our firm specializes in advanced financial concepts such as:

• The Infinite Banking Concept
• Tax-Free Retirement Income Planning
• Annuity Solutions for Income & Asset Protection
• Accelerated Debt Payoff Strategies

We are looking for a motivated individual who wants to build a flexible, fulfilling career where income has no ceiling—and success is based on effort, not office politics.

Whether you're new to finance or looking for a fresh start in a meaningful industry, we provide full training, mentorship, and the tools you need to succeed. Work remotely, set your own schedule, and build a career that gives you freedom and purpose.

What You’ll Do

• Educate and consult with individuals and families on financial strategies including cash flow management, infinite banking, and retirement income planning
• Conduct virtual meetings to present tailored financial solutions
• Follow up with warm leads—no cold calling
• Guide clients through financial products like indexed universal life (IUL), annuities, term life, and debt payoff programs
• Use CRM tools to manage client relationships and track performance
• Participate in regular training sessions and mentorship calls

What We Offer

• In-House Lead System: Get connected to individuals who have already requested information—no cold prospecting
• Remote Work + Flexible Schedule: Work from anywhere in the United States, on your terms
• Complete Training & Licensing Support: We provide resources and comprehensive training
• Mentorship from Top Producers: Learn the exact system used by top earners
• Advancement Opportunities: Manage a team and access leadership bonuses

Compensation & Perks

• Full-Time (32–40 hrs/week): Common earnings $8,000–$20,000+/month
• Daily Pay: Commission-based compensation, paid directly by carriers
• Performance Bonuses: 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

Qualifications

• Excellent communicator, especially over phone/Zoom
• Coachable, driven, and self-motivated
• Ability to build rapport and earn trust quickly
• Comfortable with remote tools (Zoom, CRM platforms)
• Life and Health Insurance License (or willingness to obtain)

Why Join Us?

• Specialized Solutions = Greater Impact: You'll learn to deliver advanced financial strategies that most agents never touch—giving you a serious edge and creating lifelong client relationships.
• Proven System: Scripts, tools, mentorship, and marketing support provided.
• Supportive Team Culture: We work together, learn together, and win together.
• Unlimited Growth Potential: Want to build your own firm? We’ll help you get there.

A Few More Details

• This role is best suited for those who are self-directed, hungry to learn, and ready to grow personally and professionally.
• Success in this role depends on your ability to follow a proven system, take initiative, and serve clients with integrity.

Ready to take control of your future and build a career that changes lives—including your own? Apply now and let’s talk.