Remote Licensed Financial Services Rep

SalesDraft Recruiting • Bellaire, TX

9d • Remote

About The Position

This position is best suited for individuals who already understand: Working on commission Managing a sales pipeline Following a proven sales process Handling objections professionally Maintaining consistency with daily activity and follow-up As a Licensed Financial Services Representative, you will work directly with individuals and families to help them secure solutions tailored to their goals and needs. You’ll have access to proven systems, structured training, and one-on-one mentorship designed to help you succeed without being left on your own.

Requirements

• Ability to obtain a state insurance license (we guide you through the process)

Nice To Haves

• Prior sales experience preferred
• Strong communication and relationship-building skills
• Professionalism, self-discipline, and strong work ethic
• Ability to manage activity independently in a remote setting
• Coachable mindset and willingness to follow proven systems

Responsibilities

• Connect with clients who have requested information
• Educate families on services and strategies
• Follow a proven sales process to identify client needs and recommend appropriate solutions
• Manage your pipeline, appointments, and follow-up activities in a remote environment
• Build trust-based client relationships through honest communication and service
• Participate in ongoing training, coaching, and professional development opportunities
• Work independently while remaining connected to a collaborative and supportive team culture

Benefits

• Access to warm leads
• No inventory, fulfillment, or territory restrictions
• 100% remote work with flexible scheduling
• Structured training, one-on-one mentorship and hands-on support
• Licensing guidance from start to finish (typically completed online in 7–10 days)
• Proven systems and sales processes designed for long-term success
• Performance-based compensation with uncapped earning potential
• Opportunities for residual income and long-term business growth

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed