Virtual Sales Associate

New York, United States | Posted on 08/11/2026

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.

• 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.

• 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.
• 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.