Work From Home Account Associate

About the role

We’re looking for motivated and energetic Account Associates with the ability to work from home to join our growing sales team. This role is ideal for individuals seeking a fully remote opportunity where they can make an impact by helping others make confident financial decisions.

Core Responsibilities

• Reach out to potential clients via phone, email, or messaging
• Learn about the client’s goals and recommend relevant services
• Guide clients through onboarding and product selection
• Log activity in CRM, track follow-ups, and ensure a smooth client experience

Qualifications

• A high school diploma or college degree preferred
• Strong communication and interpersonal skills
• Self-motivated and able to stay organized in a remote setting
• Previous experience in sales or a client-facing roles a plus but not required