Sales Agent | Training Provided

ABOUT THE ROLE We are looking for a motivated and coachable entry-level sales representative to join our growing financial services team. In this fully remote role, you will be the first point of contact for prospective clients, helping them understand our products and guiding them toward solutions that fit their financial goals. No prior finance experience is required we provide full training and ongoing mentorship. WHAT YOU WILL DO - Prospect and qualify leads through outbound calls, emails, and social outreach - Conduct virtual discovery calls to understand client needs and present appropriate financial products - Manage your pipeline using our CRM and maintain accurate activity records - Meet or exceed weekly and monthly sales activity targets and revenue quotas - Collaborate with senior representatives and sales leadership to refine your approach - Stay current on product offerings, compliance requirements, and industry developments Requirements WHAT WE ARE LOOKING FOR - High sch...