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Sales Representative (WFH)

Equis Financial

Charlotte (NC)

Remote

USD 40,000 - 80,000

Full time

11 days ago

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Job summary

An innovative company is seeking dedicated Sales Representatives for a fully remote position. This role offers the chance to assist families in securing their financial future through various protection plans, including Mortgage Protection and Retirement Planning. With a supportive culture and comprehensive training, you will have the opportunity to grow both personally and professionally. Enjoy the flexibility of a commission-based role while making a meaningful impact in clients' lives. If you're self-motivated and ready to thrive in a dynamic environment, this could be the perfect fit for you.

Benefits

Flexible Schedule
Comprehensive Training
Daily Commission Payments
Promotion Opportunities

Qualifications

  • State Life Insurance License or willingness to obtain one.
  • Experience in sales or customer service preferred.

Responsibilities

  • Assist families in financial protection during critical illness or death.
  • Follow up on leads and schedule appointments with clients.

Skills

Sales Experience
Customer Service
Communication Skills
Self-Motivation
Rapport Building

Education

High School Diploma or Equivalent

Tools

Smartphone
Computer or Tablet

Job description

Join to apply for the Sales Representative (WFH) role at Equis Financial.

5 days ago Be among the first 25 applicants.

Compensation Range: Commission Only.

This is a true WORK FROM HOME position suitable for both experienced sales professionals and newcomers. We provide training for all new agents.

Description
  • Assist families in financial protection, especially in critical illness or death scenarios.
  • Engage with families interested in our programs, which include Mortgage Protection, Final Expense, Debt Elimination, and Retirement Planning.
Duties
  • Follow up on leads and schedule appointments.
  • Meet with clients via in-person, phone, or video chat to recommend suitable protection plans.
  • Complete electronic applications and follow-up paperwork.
  • Report sales activity to the home office.
  • Participate in ongoing sales training.
  • No Cold-Calling or Prospecting required.
  • This is a 100% commission-based, independent contractor (1099) role.
What We Offer
  • Supportive and encouraging culture.
  • Flexible schedule for a healthy work/life balance.
  • Opportunities for financial and professional growth.
  • Comprehensive training platform.
  • Daily commission payments from insurance carriers.
  • Promotion opportunities based on performance.
Qualifications
  • State Life Insurance License or willingness to obtain one.
  • High School diploma or equivalent.
  • Must be 18+ years old and authorized to work in the USA.
  • Pass criminal background check and drug screening.
  • Experience in sales or customer service preferred.
  • Ability to build rapport with clients.
  • Proficient with smartphone, computer, or iPad.
  • Own a cell phone and a computer/tablet with a webcam.
  • Excellent communication skills.
  • Self-motivated.
Additional Details
  • Remote, full-time employment.
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