Virtual Sales Representative
We are an independent recruiting agency that partners with multiple established financial services organizations across the United States. Our role is to connect qualified candidates with available opportunities based on their experience, career goals, geographic availability, and licensing qualifications. Whether you're an experienced sales professional or looking to transition into the financial services industry, we'll work to match you with an opportunity that fits your skills and long-term goals.
Responsibilities
- Conducting virtual consultations with prospective clients via Zoom or phone
- Educating individuals and families on financial protection products and services
- Identifying client needs and recommending appropriate solutions
- Building and maintaining long-term client relationships
- Maintaining accurate records using company-provided CRM systems
- Participating in ongoing training, coaching, and professional development
Most positions are conducted remotely from a home office.
Benefits
Depending on the employer, opportunities may include:
- 100% Remote Work
- Flexible Scheduling
- Comprehensive Training
- Professional Mentorship
- Weekly Compensation
- Performance Bonuses
- Career Advancement
- Company Technology
Benefits, compensation structure, and onboarding processes vary by employer.
Pay
Estimated Annual Earnings: $75,000 – $150,000+
Compensation varies by hiring company and is primarily performance-based through commissions, bonuses, and incentive programs. Individual earnings depend on performance, experience, and the compensation plan offered by the employer you are matched with.
Qualifications
- Strong communication and interpersonal skills
- Positive attitude with a willingness to learn
- Self-motivated and goal-oriented
- Comfortable using computers, Zoom, and CRM software
- Ability to work independently from a home office
- Strong organizational and time-management skills
Previous experience in sales, customer service, retail, hospitality, banking, insurance, or financial services is helpful but not required.
Some positions require obtaining a state insurance license. Licensing assistance or reimbursement may be available depending on the employer.
Schedule
- Monday–Friday, Flexible
- Some employers may offer optional evening or weekend availability
Why Apply Through Our Recruiting Team?
- Access to Multiple Employers: Get considered for opportunities with multiple financial services organizations instead of just one.
- Personalized Matching: Our recruiters take the time to understand your background and career goals to help identify the best fit.
- 100% Free for Candidates: There is no cost to candidates for our recruiting or placement services.
Employment Type: Full-Time Opportunities
Work Location: Remote (United States)