Remote Account Representative (Entry Level)

Vanguard Nexus • San Jose, CA

9h • Remote

About The Position

Transform Your Future! Build a Career with Flexibility, Freedom, and Purpose! Are you searching for a career that rewards ambition, supports work–life balance, and gives you the freedom to design your lifestyle? As a Remote Account Representative, you’ll enjoy a flexible 3–4 day work schedule, unlimited earning potential, and exclusive, all-expenses-paid travel incentives. We’re looking for motivated, people-oriented professionals who want meaningful work, autonomy, and the opportunity to directly impact individuals and families.

Requirements

• A confident communicator with a passion for building meaningful relationships.
• Self-driven, disciplined, and eager to exceed expectations.
• Compassionate and dedicated to helping others achieve financial stability and peace of mind.

Responsibilities

• Engage with warm, pre-qualified leads, no cold calling or prospecting.
• Conduct personalized financial evaluations and present clear, tailored solutions in Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Connect with clients through Zoom, phone consultations, and local in-person appointments when necessary.
• Build and maintain strong client relationships while managing your pipeline using advanced CRM and digital tools.
• Provide guidance that empowers clients to make confident, informed decisions about their financial future.

Benefits

• Unlimited commission structure, your income grows with your performance.
• Flexible 3-4 day workweek designed to support balance and freedom.
• Remote-first environment with occasional local client meetings.
• Exclusive travel rewards and incentive trips for top achievers.
• Comprehensive training, mentorship, and professional development to help you excel quickly.
• A supportive, positive, and growth-oriented team culture.
• Access to benefit options, including life insurance and healthcare programs.

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed