Remote
Financial
weworkremotely
About this role
Headquarters: Hartford, Connecticut, United States
URL: https://www.agent-alliance.com/
We are seeking an ambitious, motivated, and highly organized individual to join our growing team. In this role, you will consult virtually with individuals and families who have requested information about our long-term financial and family protection plans. If you are a strong communicator who thinks like an entrepreneur and thrives in a team environment, this role offers comprehensive paid training to set you up for success.
No cold calling is required; you will only interact with warm leads who have initiated contact to request more information about our programs.
Key Responsibilities:
- Follow up promptly with warm leads who have requested information on our protection plans.
- Schedule and conduct virtual consultations via video conference to review client needs.
- Customize and adjust protection plans to fit the specific goals of each family.
- Establish, maintain, and nurture long-term relationships with new and existing clients.
- Conduct annual account reviews and assist clients with claims or policy adjustments.
- Provide attentive customer service and resolve client inquiries efficiently.
- Manage administrative updates and ensure all client documentation is accurate and complete.
Job Requirements:
- Strong verbal and written communication skills with a client-first mindset.
- High level of self-motivation, organization, and a strong entrepreneurial drive.
- Ability to work effectively both
Selling Motion
Prospecting
Hybrid
Mix of inbound leads and outbound prospecting
Buyer Persona
Individual / End-User
Bottom-up adoption, user-level selling
Requirements at a Glance
Typical Day — Sales Rep
Estimates based on role type and selling motion — actual may vary by company.
Financial Services — Interview Intel
Typical Sales Cycle
3–6 months (Retail) · 6–18 months (Institutional)
Common Buyer Objections
- "Regulatory concerns — need compliance approval"
- "We already have a vendor for this"
- "Need to see 3-year track record"
- "Committee-based decision — multiple approvers"
Key Industry Metrics
Hot Topics to Reference
- • AI in fraud detection and compliance
- • Open banking APIs
- • ESG investing mandate shifts
- • Embedded finance partnerships
Use these insights to speak the buyer's language in interviews.
Tags
Why are you interested in this role?
Template questionWhat motivates you in a sales environment?
Template questionHow do you handle rejection?
Template questionThis entry level sales rep (remote work) position with Agent Alliance Inc. offers an opportunity to develop your sales career in a competitive market.
Licensing requirements (Series 7, 63, etc.) may be needed or beneficial.
Remote positions in sales offer flexibility but require strong self-discipline and proactive communication with distributed teams.
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