Source Job

US

  • Identify, prospect, and onboard individual clients through networking and targeted outreach.
  • Conduct deep-dive assessments of clients' financial situations and recommend tailored insurance and investment strategies.
  • Manage client relationships and adjust financial plans to adapt to life changes and evolving goals.

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20 jobs similar to Remote Financial Sales Consultant

Jobs ranked by similarity.

US

  • Assess client needs and present insurance options through virtual meetings.
  • Maintain relationships and handle admin tasks like notes, appointments, and CRM hygiene.
  • Work from home with a qualified-interest pipeline and no cold calling.

Global Elite Empire Consultants is a remote insurance company that helps clients assess needs and select coverage options. They offer a performance-driven, competitive culture with full training and a qualified lead pipeline.

US

  • Assess client needs and teach financial protection options.
  • Maintain ongoing client relationships and perform administrative tasks.
  • Work remotely with a qualified-interest pipeline and no cold calling.

Global Elite Empire Consultants specializes in financial protection consulting, helping clients assess needs and select suitable options. The company offers a remote, performance-driven culture with full training and advancement opportunities.

US

  • Assess client needs and teach insurance options through virtual consultations.
  • Manage administrative tasks including notes, appointments, and CRM hygiene.
  • Utilize a qualified-interest pipeline without cold calling and advance based on performance.

Global Elite Empire Consultants is a remote insurance consulting firm that provides personalized insurance solutions to clients. The company fosters a performance-driven culture with a focus on training and remote collaboration.

Global

  • Work with warm leads who have requested information about financial protection options
  • Map client needs to available products and run a simple enrollment process
  • Build and service a client list while receiving ongoing mentorship and support

Global Elite Empire Consultants provides remote financial services focused on protection options and client enrollment. The company emphasizes a performance-driven culture with ongoing mentorship and pre-qualified leads.

Global

  • Meet virtually with clients who have requested information about financial protection and benefits.
  • Guide clients through the enrollment process with professionalism and care.
  • Build lasting relationships through exceptional customer service and maintain accurate records.

Global Elite Empire Consultants is a recruiting firm that connects individuals with opportunities in financial protection and benefits. They provide a remote work environment with mentorship and growth opportunities, though company size is not specified.

$75,000–$235,000/yr
US

  • Sell life and health insurance products to warm leads provided by a state-of-the-art system, with no cold calling.
  • Earn uncapped income through a 100% commission structure with residuals, bonuses, and performance incentives.
  • Utilize proprietary CRM and automation tools while receiving world-class training and mentorship to build your independent business.

The Essex Agency provides life and health insurance products to help families protect their financial futures. The agency fosters an entrepreneurial, mission-driven culture with world-class mentorship and a focus on work-life balance.

Global

  • Speak with pre-qualified warm leads who requested information
  • Map client needs to available protection options
  • Run a simple enrollment flow and service a client list

Global Elite Empire Consultants provides remote financial services, connecting clients with protection options through a lead-driven, training-supported process. The company fosters a competitive, coaching-friendly culture for self-starters looking to build a long-term career.

US

  • Converse virtually with clients, weaving financial strategies that empower.
  • Cultivate client bonds that stand the test of time.
  • Ride the crest of industry trends, fortifying your knowledge.

Global Elite Empire Consultants provides personalized benefits solutions to clients. They are a remote team in a part-time, growth-oriented environment with a focus on financial services.

US 4w PTO

  • Serve as an initial point of contact for prospective customers seeking retirement, insurance, savings, and investment guidance.
  • Engage with customers via phone, video, and email to assess needs and connect them with the right financial professional.
  • Create accurate customer profiles and schedule appointments with advisors, ensuring a professional and consistent customer experience.

The company provides retirement, insurance, savings, and investment solutions, connecting customers with financial professionals. It fosters a collaborative, inclusive remote culture with a focus on customer experience and employee development.

US

  • Take requested conversations from warm leads, not cold lists
  • Explain financial-protection benefit options and help clients enroll when it's a fit
  • Maintain a clean follow-up rhythm and meet activity goals

We help clients understand and enroll in financial-protection options. Our remote team is built around coaching, accountability, and creating paths into leadership for high performers.

Global

  • Identify and develop prospective clients through networking, referrals, and outreach.
  • Build and maintain strong relationships with prospective and existing clients.
  • Conduct discovery conversations to understand client needs and present solutions.

Assist Business Solutions turns challenges into structured, actionable systems that drive growth, clarify vision, and create purposeful pathways. They serve organizations across diverse sectors and are committed to values of excellence and uncompromising quality.

Global

  • Conducting virtual consultations with clients.
  • Assessing clients’ needs and imparting knowledge on solutions.
  • Cultivating lasting client relationships through consistent, periodic check-ins.

Global Elite Empire Consultants is a third-party recruiter that connects individuals with opportunities in the financial services industry to help families secure their financial well-being. They emphasize mentorship, training, and a flexible work environment with a focus on performance-based advancement.

$70,000–$400,000/yr
US Unlimited PTO

  • Engage prospective customers through inbound and outbound channels to educate them on annuity products and purchasing requirements.
  • Conduct thorough discovery conversations to understand customers' financial needs and recommend appropriate annuity solutions.
  • Manage an active customer pipeline using CRM tools, providing timely follow-up and identifying friction points to improve the experience.

The company assists customers in selecting annuity products for long-term financial security. It operates in a fast-paced, remote environment with a focus on high performance and continuous improvement.

US

  • Assess client needs and teach insurance options remotely.
  • Handle administrative tasks including notes, appointments, and CRM hygiene.
  • Work from home with a qualified-interest pipeline and no cold calling.

Global Elite Empire Consultants provides insurance consulting services, helping clients assess needs and choose suitable options. The company fosters a performance-driven culture and values driven, trainable, and dependable individuals.

US

  • Speak with people who asked for information about financial protection options.
  • Map needs to available protection options and run a simple enrollment flow.
  • Build and service a client list to maintain long-term relationships.

They help families find protection options through a remote sales model using warm leads. They foster a competitive, coachable environment for self-starters.

US

  • Assess client needs and educate them on available options through virtual consultations.
  • Maintain detailed notes, appointments, and CRM records as part of daily admin tasks.
  • Work with a qualified-interest pipeline, no cold calling, with full training and advancement opportunities.

We are a consulting firm that helps clients identify their needs and explore options through a virtual, relationship-based approach. Our team is driven, trainable, and competitive, operating remotely with a focus on performance and growth.

US

  • Speak with people who have requested information about insurance options.
  • Map client needs to available protection plans and run a simple enrollment flow.
  • Build and service a client list using pre-qualified warm leads and ongoing mentorship.

Global Elite Empire Consultants is a financial-services company connecting families with insurance protection via a remote, warm-lead sales model. They emphasize coaching, mentorship, and high performance, providing remote tools and flexible hours.

  • Assess client needs and present suitable insurance options remotely.
  • Build lasting relationships and handle follow-up appointments and CRM updates.
  • Work with a qualified-interest pipeline—no cold calling required.

Global Elite Empire Consultants is a remote insurance consultancy that connects clients with tailored policy options. The company values driven, trainable, and dependable individuals and provides full training and a supportive remote culture.

US

  • Build relationships with warm leads who have already expressed interest in financial protection.
  • Work from home with structured daily activities and coaching while you ramp.
  • Develop your skills quickly and advance into leadership if you perform well.

Global Elite Empire Consultants is a remote financial-services company focused on helping families protect income and future. They emphasize structured training, warm-lead conversations, and a leadership track for high performers.

US

  • Remote financial-services role with structured days and warm-lead conversations.
  • Coaching and training provided before you are expected to perform.
  • High performers have a clear path to a leadership track.

Global Elite Empire Consultants is a financial-services company focused on helping families protect their income and future. They offer a remote, structured work environment with coaching and a leadership track for high performers.