Client Acquisition Sales Representative - Remote

Cleveland, United States | Posted on 11/01/2026

Step into a career where you can build something meaningful while helping people secure their financial future. In this remote entry-level role, you'll connect with potential clients and walk them through strategic financial plans. We provide the tools, resources, and training needed for long-term success.

You'll have complete schedule independence paired with unlimited earning potential, backed by hands-on training, mentors, and team support.

Grow Your Pipeline:Connect with prospective clients via direct outreach and networking.

Host Virtual Meetings:Assess client financial situations and long-term goals online.

Build Custom Strategies:Present personalized financial plans tailored to client needs.

Maintain Relationships:Provide ongoing support to build long-term trust.

Keep Learning:Stay current on industry trends and compliance through workshops.

Work with Integrity:Maintain high ethical and professional standards.

Client Focus:Genuine desire to help individuals and families improve financially.

Communication:Ability to listen closely and explain concepts clearly.

Self-Drive:Motivated by uncapped earnings and goal achievement.

Organization:Strong time management while working remotely.

No Experience

Required:

Backgrounds in sales or service are a plus, but full training is provided.

100% Commission-Based:Uncapped income tied directly to performance.

Total Flexibility:Work 100% remotely on your own schedule.

Comprehensive Training:Onboarding, 1-on-1 mentorship, and skill development.

Health & Life Coverage:Access to health exchange plans and life insurance options.

Bonuses & Travel:Performance bonuses, quarterly rewards, and travel incentives.