Sales Client Representative (Remote)

(New York Residence Only) Unlock your potential from anywhere.

We’re building a motivated, growth-driven team focused on client success and flexible remote work.

If you’re looking for a meaningful career helping individuals and families with financial solutions while enjoying the freedom of working from home this role is an excellent fit.

Position Overview We’re seeking a results-oriented Sales Client Representative to join our expanding team.

In this role, you’ll connect with pre-qualified clients, understand their financial needs, and guide them toward smart, personalized solutions.

If you thrive in a client-focused, independent environment, this opportunity offers unlimited earning potential and long-term growth. The role offers a remote-first lifestyle, complemented by select face-to-face client visits, making a home base in New York and a readiness for brief trips especially valuable.

What You’ll Do As a Sales Client Representative, you will :

• Engage Virtually With Clients : Build relationships with pre-qualified individuals and families through online and phone consultations.

Assess Client Needs :

Guide Clients Through the Process :

Maintain CRM Accuracy :

Why You’ll Love Working With Us Uncapped Commission :

Flexible Work-From-Home Schedule :

Pre-Qualified Leads Provided :

Comprehensive Training & Support :

Supportive Team Culture :

Benefits Access :

What We’re Looking For Excellent Virtual Communicators :

Self-Motivated & Disciplined :

Solution-Focused Problem Solvers :

Client-Focused Professionals :

Apply today and take control of your professional future!