Sales Client Representative (Entry Level and Remote)

Your Lifestyle, Reimagined!

Discover a career designed for freedom and balance.

We’re redefining work-life flexibility with a 3 - 4 day schedule, high-income potential, and all-expenses-paid travel incentives, all while working primarily from home.

We’re seeking driven Sales Client Representatives ready to take control of their success.

This position combines remote flexibility with the rewarding experience of meeting clients in person.

While most of the work can be done remotely, you’ll also meet with clients in person when needed, so being local to your area and open to travel is a must.

As a Sales Client Representative, you’ll guide individuals and families toward financial confidence by :

• Engaging with warm, pre-qualified leads — no cold calling.
• Conducting personalized assessments to identify financial needs.
• Presenting tailored solutions in Life Insurance, Indexed Universal Life (IUL), and Annuities via Zoom, phone, or local meetings.
• Simplifying complex information and guiding clients through each step.
• Managing relationships and staying organized using our advanced CRM tools.

Why You’ll Love This Role :

Who We’re Looking For :