Are you a self-motivated sales or customer service professional looking to step into a high-impact role where your results truly matter? Im looking for DRIVEN individuals who are ready to grow with a thriving financial services business. This is more than just a sales role- it's a chance to build a career with a purpose, flexibility, and uncapped income potential. What we offer: Remote and flexible work (part-time or full-time) Step-by-step mentorship and training Uncapped commissions and performance bonuses Opportunity to get State- licensed (if not already) Proven system and supportive team culture Growth into leadership roles for the right candidate You'll be a great if you: Have experience in sales, customer services, or related roles. Are proactive, goal-driven and coachable Communicate effectively and confidently Thrive in a performance-based environment Want more time, freedom, and financial independence Responsibilities: Help clients understand and access financial solutions Schedule and conduct virtual or in person presentations Follow up leads and referrals Maintain consistent communication and customer case Preferred but not required: Life insurance license (we will help you obtain one if needed) Mortgage license Realtor license Investment license BILINGUAL IS A PLUS
Keyword: Customer Support
Customer Service Customer Support Administrative Support Executive Support Sales Scheduling Lead Generation Communications
RESPONSIBILITIES: Transcription: Listen to live or recorded calls and take notes of key points discussed. Call Preparation: Prepare daily call lists, meeting agendas, and materials as needed, ensuring participants have the necessary information. Schedule Coordination: E...
View JobThe Virtual Assistant serves as the frontline representative of the company, managing customer interactions through the Freshworks CRM to ensure timely, professional, and satisfying support. This role involves resolving inquiries, escalating technical issues, and promot...
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