Account Representative (Remote) jobs in United States
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Wesley Finance Group ยท 12 hours ago

Account Representative (Remote)

Wesley Finance Group is growing fast and hiring motivated individuals to join our team as Remote Account Representative. This work-from-home opportunity offers flexible scheduling, uncapped commissions, and full training, with no prior sales experience required. The role involves working with pre-qualified inbound leads, building client relationships, and presenting financial solutions.

Financial Services
badNo H1Bnote

Responsibilities

Work with pre-qualified inbound leads, no cold calling
Build relationships with clients via phone and virtual meetings
Present financial solutions including Life Insurance, IULs, and Annuities
Guide clients through the sales process from start to finish
Use CRM tools to track activity and manage accounts

Qualification

CRM toolsFinancial solutionsDesire to learnPassion for helping clientsCommunication skillsSelf-motivatedGoal-oriented mindset

Required

Strong communication skills
Self-motivated and goal-oriented mindset
Desire to learn and grow in a performance-based role
Passion for helping clients achieve financial confidence

Benefits

Flexible Schedule as a 1099 Independent Contractor
Paid Training & Ongoing Mentorship

Company

Wesley Finance Group

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At Wesley Finance Group, we specialize in providing strategic insurance solutions tailored to meet your unique needs.

Funding

Current Stage
Early Stage
Company data provided by crunchbase