Inbound Sales Representative (Entry Level - Remote)

Inbound Sales Representative (Entry Level - Remote) New Haven, United States | Posted on 10/05/2026 Step into a flexible, growth-focused role where you can make a meaningful impact by helping individuals and families plan for their financial future. As a Remote Inbound Representative, you will work directly with clients to understand their needs, provide strategic recommendations, and guide them toward informed financial decisions. Using a wide range of proven tools and resources, you’ll create personalized solutions designed to support long-term success. This opportunity allows you to operate independently while benefiting from ongoing mentorship, training, and a strong support system. Your results will be driven by your initiative, consistency, and ability to build lasting client relationships.

Meet with clients virtually to evaluate their financial goals and current situations Develop customized strategies and present solutions that align with client needs Build long-term relationships by offering continuous support and value Stay up to date with industry knowledge, product offerings, and compliance standards Conduct your work with professionalism, accountability, and integrity

Strong verbal communication and relationship-building abilities Goal-oriented mindset with the drive to succeed in a performance-based role Ability to work independently and manage time effectively High level of professionalism and ethical decision-making Background in sales, finance, or customer service is helpful, but not required Work Flexibility: Fully remote role with control over your own schedule Training & Development: Access to structured onboarding, ongoing coaching, and professional growth resources Commission-Based Opportunity: commission structure with unlimited income potential Supportive Environment: Work alongside a team that provides mentorship and guidance Insurance Options: Life insurance coverage and access to healthcare exchange plans (medical, dental, vision) Incentives & Rewards: Eligibility for bonuses, recognition programs, and performance-based rewards Travel Opportunities: Qualify for incentive trips and exclusive experiences based on performance