Commission-Based Earnings: This is a 100% commission-based role designed for self-starters—offering uncapped income potential where your effort directly controls your financial success. As a Virtual Sales Associate, you will connect directly with clients, assess their unique goals, and present tailored solutions to guide their financial journey.
Numbers & Facts
Location
San Francisco, CA (Remote)
Description
Help Families Plan Their Future on Your Own Terms.
Step into a high-growth, remote role where you can build a meaningful career helping individuals and families achieve long-term financial security. As a Virtual Sales Associate, you will connect directly with clients, assess their unique goals, and present tailored solutions to guide their financial journey.
What You’ll Do
Virtual Consultations: Host remote discovery calls to evaluate client needs and outline personalized financial strategies.
Business Development: Generate prospective leads through direct outreach, digital networking, and referral systems.
Client Management: Nurture ongoing client relationships by offering continuous support and regular updates.
Continuous Learning: Participate in hands-on workshops, product updates, and mentorship sessions to hone your skills.
What We Looking For
Strong verbal and written communication skills with a knack for relationship-building.
Self-motivated individuals who enjoy set schedules and managing their own daily tasks.
High standards of personal integrity, ethics, and accountability.
No experience necessary, we provide structured onboarding and live coaching for all new team members.
Perks & Earnings
100% Remote: Freedom to work from your home office with a flexible schedule.
Full Training & Mentorship: One-on-one coaching and structured developmental resources.
Incentives & Travel: Eligibility for financial bonuses, merit recognition, and top-performer trips.
Health & Wellness Access: Options for medical, dental, and vision coverage, plus life insurance benefits.
Commission-Based Earnings: This is a 100% commission-based role designed for self-starters—offering uncapped income potential where your effort directly controls your financial success.
How to Apply: Send over your resume and a brief note introducing yourself to schedule an initial interview.