SDIRA Growth Sales Rep — Remote Opportunity

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

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.