Sales Representative - Home Based, Entry Level with Trainings Provided

Joseph and Young; San Jose (CA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work with no geographic limits

Access to training and mentorship

Health and life insurance exchange options

Insurance options

Job summary

A financial services firm is seeking a motivated Financial Sales Representative to work remotely with pre-qualified leads. Your main responsibilities include converting opportunities into results, maintaining strong client relationships, and performing diligent follow-ups using CRM tools. We value self-starters who take ownership of their performance. This position offers flexible earnings based on your results, access to training, and a support framework to ensure your success in selling financial products.

Qualifications

• Proven ability to convert leads into clients.
• Strong understanding of life insurance and financial products.
• Self-motivated with results-driven mindset.
• You take full ownership of your performance

Responsibilities

• Take control of pre-qualified leads.
• Identify client needs and position solutions.
• Maintain CRM tracking and follow-ups.
• Own the client relationship from first contact to long-term retention
• Maintain discipline with CRM tracking and follow-ups

Skills

Clear communication

Handling rejection

Client relationship management

Job description

“We’re Not Hiring Everyone - Only Those Who Can Prove It.”

Let’s not waste time.

Most applicants won’t qualify for this role. Not because they lack potential, but because they lack execution.

At Joseph and Young, we don’t build average teams. We work with individuals who can produce results without being managed, reminded, or pushed.

Role Overview

As a Financial Sales Representative, you’ll work remotely with individuals already interested in financial solutions. Your responsibility is simple: convert opportunity into results.

What You’ll Do

• Take control of pre-qualified leads (no cold calling)
• Identify real client needs and position solutions accordingly
• Present life insurance, IULs, and annuity products with confidence
• Own the client relationship from first contact to long-term retention
• Maintain discipline with CRM tracking and follow-ups

What We Expect

• You communicate clearly and with authority
• You handle rejection without losing momentum
• You measure success by results, not effort
• You take full ownership of your performance

What You Get

• Remote work with no geographic limits
• Warm leads only
• Access to training and mentorship
• Health and life insurance exchange options

This opportunity rewards initiative and output, giving you the freedom to earn based on your performance. There’s no ceiling, your income scales with your results.

If you can outperform expectations without being told how, apply now. If not, don’t.