Remote Financial Sales Pro — High-Impact Earnings

Joseph and Young

San Jose (CA)

Remote

USD 60,000 - 120,000

Full time

14 days+
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Benefits offered by this job

Remote work with no geographic limits
Access to training and mentorship
Health and life insurance exchange 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.

Responsibilities

  • Take control of pre-qualified leads.
  • Identify client needs and position solutions.
  • Maintain CRM tracking and follow-ups.

Skills

Clear communication
Handling rejection
Client relationship management

Job description

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.
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