Sales Representative USA Candidates

CAMA SELF DIRECTED IRA LLC; Ambler (Montgomery County); Hybrid; USD 50,000 - 85,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Profit sharing

Training & development

Vision insurance

Job summary

CamaPlan – Self-Directed IRA Custodian in the Philadelphia area seeks a Sales Representative to grow the client base by educating prospects on SDIRA options and guiding them through account opening. You will focus on converting leads, building relationships, and delivering an outstanding client experience.

Location: Philadelphia area; on-site for local candidates, remote opportunities may exist for others. 3+ years in sales; MS Office/Salesforce experience preferred.

Qualifications

• 3+ years of sales experience in inside sales or similar roles.
• Financial services or retirement accounts background preferred.
• Excellent communication and presentation skills for phone, email, and virtual engagement.
• Strong organizational skills and ability to manage a high volume of leads.
• Proven track record of meeting or exceeding sales targets.
• Tech-savvy with CRM systems; Salesforce experience a plus.
• Self-motivated, proactive, and able to work independently and in a team.
• Knowledge of SDIRAs, real estate investing, or alternative assets is a plus (training provided).

Responsibilities

• Proactively follow up with leads from webinars, events, referrals, and digital campaigns.
• Conduct outbound calls, emails, and follow‑up sequences to nurture prospects and convert them into clients.
• Explain the benefits of Self-Directed IRAs and CamaPlan’s custodial services clearly and compliantly.
• Qualify prospects and identify investment interests (real estate, notes, precious metals, etc.).
• Collaborate with Marketing to refine lead generation campaigns and provide messaging feedback.
• Track and manage all interactions in Salesforce; meet or exceed monthly/quarterly sales goals.
• Assist clients in completing applications and onboarding documents.
• Build relationships with referral partners to drive pipeline growth.
• Attend events and conferences to generate leads and represent CamaPlan; travel as needed.
• Stay up to date on SDIRA trends and IRS rules to educate prospects.

Skills

Lead generation

Communication

CRM

Presentation

Organization

Sales targets

Self-motivated

Independent work

Tools

Salesforce

Job description

Benefits:

• 401(k)
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Profit sharing
• Training & development
• Vision insurance

Position Overview

The Sales Representative will play a vital role in growing CamaPlan’s client base by engaging prospects, educating them on self-directed retirement account options, and guiding them through the account opening process. This role is focused on inbound and outbound lead conversion, relationship‑building, and delivering an exceptional client experience.

Key Responsibilities

• Proactively follow up with leads from webinars, events, referrals, and digital campaigns.
• Conduct outbound calls, emails, and follow‑up sequences to nurture prospects and convert them into clients.
• Explain the benefits of Self-Directed IRAs and CamaPlan’s custodial services in a clear, compliant, and customer‑focused manner.
• Qualify prospects and identify their investment interests (real estate, notes, precious metals, etc.).
• Collaborate with Marketing to refine lead generation campaigns and provide feedback on messaging.
• Track and manage all interactions in CRM (Salesforce). Meet or exceed monthly and quarterly sales goals for new accounts opened.
• Assist clients in completing applications and onboarding documentation.
• Build relationships with referral partners (real estate companies, CPAs, attorneys, financial advisors, etc.) to drive pipeline growth.
• Attend events, conferences, and local networking groups to build relationships, generate leads, and represent CamaPlan. Travel as needed to support business development efforts.
• Stay up to date on SDIRA industry trends, IRS rules, and CamaPlan’s offerings to effectively educate prospects.

Qualifications

• 3+ years of sales experience (inside sales, account executive, or similar role).
• Financial services, retirement accounts, or investment background strongly preferred.
• Excellent communication and presentation skills (phone, email, and virtual).
• Strong organizational skills and ability to manage a high volume of leads.
• Proven track record of hitting or exceeding sales targets.
• Tech-savvy with CRM systems (Salesforce experience a plus).
• Self‑motivated, proactive, and able to work independently and as part of a team.
• Knowledge of SDIRAs, real estate investing, or alternative assets is a plus (training provided).

Location: Philadelphia Area( On‑site for local candidates; remote opportunities available for candidates outside the area).

Company: CamaPlan – Self-Directed IRA Custodian

About CamaPlan

CamaPlan is a leading Self-Directed IRA (SDIRA) custodian empowering investors to take control of their retirement funds by investing beyond Wall Street into real estate, precious metals, private placements, notes, and more. We pride ourselves on delivering education, flexibility, and excellent service to individuals and professionals seeking alternative investment strategies.

This is a remote position.