Remote Consultant

About the Position: Sales RepresentativeWe are seeking a driven and ambitious individual to join our team as a Sales Representative. As a vital part of our team, the Sales Representative will be responsible for managing a portfolio of client accounts on a part-time basis. This role combines customer service, contract fulfillment, and relationship-driven sales while serving as the primary point of contact for clients. If you have a desire to help people and make a difference, this could be the opportunity for you!BenefitsFlexible scheduling with personalized customization100% remote position with comprehensive online tools and trainingLeadership development opportunitiesCompetitive compensation ($30,000 - $50,000 part-time), with advancement and earning potential based on personal goalsSales Representative Daily ResponsibilitiesServe as a part-time Sales Representative and key contact for clients, ensuring their total satisfactionInteract with clients and associates, providing timely, professional, and courteous supportShare financial knowledge and educate on business, investment, insurance protection, retirement, savings, and estate planningDevelop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planningGrow account value through upsell and cross-sell opportunities and maintain high client satisfactionNO Cold Calling, NO Door KnockingRequirements of the Sales Representative Role18 years or older and a U.S. citizenPass a background checkStrong verbal and written communication and customer relationship management skillsMust have or obtain within first 2 weeks a Life Producer licenseFamiliarity with CRM systems (e.g., Salesforce) and basic reportingAbility to interpret account health metrics and prepare concise summariesExperience or aptitude for identifying expansion opportunitiesAdditional QualificationsPreferred backgrounds include customer service, leadership, and managementEducation, coaching, military, or elite athlete backgrounds are a great fit, but not required!Entrepreneurially-minded, self-motivated, and desire to grow and help peopleAdvanced negotiation techniques or technical troubleshooting skills may be beneficialJoin us as a part-time Sales Representative and contribute to making financial literacy and security attainable for everyone. We look forward to reviewing your application and exploring how we can achieve great results together!