Remote Part-Time Sales Specialist - Learn Financial Services

SalesDraft Recruiting

United States

Remote

USD 50,000 - 100,000

Part time

14 days+

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Benefits offered by this job

Remote work flexibility
Training and support
Part-time opportunity

Job summary

SalesDraft Recruiting is seeking Entry-Level Sales Specialists for a remote, part-time role in the United States. No prior financial services experience required, with training and support provided. You will engage with prospects via phone, video, email, and other channels to understand goals and offer suitable financial products.

This role offers flexible hours and a commission-based earnings structure. Ideal candidates are self-motivated, organized, and capable of working independently from a

Qualifications

  • Comfortable communicating with people by phone, video, and email.
  • Professional, friendly, and able to build rapport with clients.
  • Willing to learn and apply feedback.
  • Self-motivated and able to manage tasks independently.
  • Organized and able to follow up consistently.
  • Comfortable working toward goals.
  • Positive and professional when handling questions or challenges.
  • Interested in developing sales and client relationship skills.
  • At least 18 years old.
  • Authorized to work in the United States.
  • Able to work effectively from a remote home environment.
  • Equipped with reliable home internet and a mobile device with cellular service.
  • Able to meet any applicable licensing or regulatory requirements for the products being offered.

Responsibilities

  • Connect with prospective clients through phone, video, email, and other virtual channels.
  • Learn about clients' financial goals and needs through professional conversations.
  • Introduce financial products and services that may fit their individual needs.
  • Explain available options clearly and answer questions.
  • Build relationships and maintain regular communication with prospective clients.
  • Follow up with leads and keep opportunities moving through the sales process.
  • Manage your sales pipeline and daily activities.
  • Maintain accurate client information and sales activity records.
  • Work toward individual sales and activity goals.
  • Participate in training and continue developing your product and sales knowledge.

Skills

Communication
Rapport building
Self-motivation
Independent work
Organization

Job description

SalesDraft Recruiting is seeking Entry-Level Sales Specialists for a remote, part-time role in the United States. No prior financial services experience required, with training and support provided. You will engage with prospects via phone, video, email, and other channels to understand goals and offer suitable financial products.

This role offers flexible hours and a commission-based earnings structure. Ideal candidates are self-motivated, organized, and capable of working independently from a

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