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Role Description

This role involves engaging with clients and presenting financial solutions.

• Engage with pre-qualified leads - no cold calling required
• Build strong relationships with clients through phone and video conferencing
• Present customized financial solutions (Life Insurance, IULs, Annuities)
• Guide prospects through the complete sales process from introduction to close
• Deliver compelling virtual presentations that clearly communicate value
• Maintain accurate records and optimize workflows using CRM platforms

Qualifications

• Exceptional communicators with genuine interest in helping clients succeed
• Self-directed professionals with strong goal orientation and learning mindset
• Individuals motivated by performance-based compensation and career advancement

Requirements

• Ambitious, self-motivated individuals
• Experience in sales is a plus but not required

Benefits

• Fully remote position - eliminate commuting and create your ideal workspace
• Uncapped commission structure - earnings directly reflect your performance
• 1099 contractor status - flexibility to manage your own schedule
• Professional training program - succeed regardless of prior sales experience
• Collaborative team environment with dedicated mentorship opportunities