Source Job

$100,000–$300,000/yr
US

  • Guide clients toward financial freedom by assessing their financial situations.
  • Provide tailored debt consolidation options to resolve clients' challenges.
  • Quickly build rapport and establish trust with prospective clients.

Sales Financial Services

16 jobs similar to Inside Sales Representative (Remote)

Jobs ranked by similarity.

US

  • Build excitement and establish trust with clients over the phone.
  • Gather information from clients and systems to provide to lending agents.
  • Support and contribute to our energetic team of business development enthusiasts.

Above Lending is committed to providing impeccable service and helping clients achieve their financial goals. You will be employed by our parent company Beyond Finance, but actively supporting Above Lending through your work.

US

  • Guide clients through their benefit options.
  • Assist clients in setting up their benefits.
  • Work with warm leads (no cold calling).

Global Elite Empire Consultants is a third-party recruiter. They connect talented individuals with meaningful career opportunities, focusing on client satisfaction and candidate success.

Global

  • Speak with clients who have requested information.
  • Help families understand available benefit options.
  • Guide clients through a simple enrollment process.

Global Elite Empire Consultants is a third-party recruiter. They provide remote opportunities where individuals work directly with clients requesting help with financial protection options.

$60,000–$90,000/yr
Global

  • Guiding families through tailored benefit options
  • Running virtual consultations with confidence
  • Building long-term trust-based relationships

We built this role for individuals to launch a career that grows as fast as they do. We provide the leads, the training, the mentorship, and the system.

US

  • Educate clients on retirement, wealth protection, and financial strategies.
  • Conduct financial needs analyses and help develop personalized financial game plans.
  • Build long-term relationships with clients and families.

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding throughout Missouri. They are seeking motivated, entrepreneurial-minded individuals interested in building a career in financial services.

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.

We are a third-party recruiter helping teams find qualified candidates to enter financial services on a part-time basis. We foster a fun, energetic, and positive team environment.

$12,000–$125,000/yr
US

  • Educate and Develop Financial Need Analysis (FNA) for Clients
  • Place families, individuals, and business owners in a financial position of advantage.
  • Protect Assets/Funds, Build and Leave a Legacy, Index Strategies, and Estate Planning.

They are seeking motivated individuals to join their team as remote agents. They offer a comprehensive training program to help you succeed.

US 3w PTO

  • Maintain client satisfaction and expand employer services within assigned account territory supporting Government and Insurance industry clients.
  • Drive sales and provide superior customer experience while creatively solving problems in a fast-paced environment.
  • Build and sustain trusted advisor relationships with client executives to best position Experian Employer Services value.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. With an amazing team of 25,200 people in 32 countries, our people-first culture is award-winning.

US

  • Build and grow your own client relationships.
  • Conduct financial needs analyses and deliver personalized solutions.
  • Continuously develop your skills through training and mentorship.

Traction Forge Financial, powered by Global Financial Impact (GFI), is expanding. They are looking for driven and competitive individuals ready to build a career, offering training, mentorship, and licensing support.

US 3w PTO

  • Generate revenue growth and manage your client relationships in a named account environment.
  • Act as a strategic partner and primary contact, helping clients utilize data, analytics, software, and technology solutions.
  • Uncover new opportunities by developing relationships with new partners across the financial services industry.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange, they have a team of 22,500 people across 32 countries and our corporate headquarters are in Dublin, Ireland. Experian's culture and people are important differentiators and we take our people agenda very seriously.

US

  • Guide individuals and families through meaningful financial conversations
  • Build personalized financial strategies aligned with client goals
  • Educate clients on retirement planning, investments, wealth-building, college planning, and insurance solutions

Traction Forge Financial, leveraging the strength of GFI, strives to help individuals, families, and business owners gain clarity, confidence, and control over their financial future. They empower people from all backgrounds with the knowledge and strategies needed to move forward with purpose.

$80,000–$100,000/yr
US

  • Proactively build client relationships while consistently achieving and exceeding revenue objectives.
  • Maintain a consistent and balanced pipeline of opportunities and close deals through the sales cycle.
  • Achieve individual sales goals/quota on a consistent weekly and monthly basis

Care.com is a consumer tech company with heart, on a mission to solve the challenge of finding great care for loved ones. They are applying data analytics, AI, and the latest technologies to solve universal problems and connect people in new ways.

$19–$21/hr
US

  • Respond to inbound calls from prospective customers for auto and home insurance policies.
  • Educate customers on insurance policy details such as coverage and pricing.
  • Prepare and bind quotes through our carriers and problem-solve to remove purchase barriers.

Jerry.ai is a fintech company that provides a super app to simplify car ownership, offering services like insurance, financing, maintenance, and safety. It is a fast-growing startup with over 5 million customers, a 4.7-star app rating, and a culture of passionate, curious, and egoless problem solvers.

North America

  • Manage virtual appointment scheduling and confirmations.
  • Virtually explain family care packages to families and sell them protection packages.
  • Communicate professionally with clients and team members.

AO Globe Life believes every interaction matters, guiding clients and supporting team members. They foster a service-driven environment.

US

  • Connect small business owners with funding solutions nationwide.
  • Introduce owners to revenue-based funding for operations, growth, and more.
  • Earn commissions by sharing a referral website and assisting clients.

ASSIST Business Solutions transforms challenges into actionable systems, driving growth and clarifying vision. With a focus on simplifying operations and strengthening teams, they equip businesses across diverse sectors with the tools for sustainable success.