Entry Level Sales Rep (remote work)

    Agent Alliance Inc.

    Remote
    Remote
    Financial
    Base + Commission
    See your match score
    Posted Today
    Work Type

    Remote

    Vertical

    Financial

    Source

    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

    Bachelor's Degree·Required
    Cold Calling·Required skill

    Typical Day — Sales Rep

    Outreach calls30–50/day
    Email sequences20–40/day
    Client meetings3–5/week

    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

    AUM (Assets Under Management)Risk-Adjusted ReturnsCompliance Pass RateClient Retention RateRevenue Per Advisor

    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

    remote
    sales
    —

    Why are you interested in this role?

    Template question
    —

    What motivates you in a sales environment?

    Template question
    —

    How do you handle rejection?

    Template question
    Research Agent Alliance Inc.'s product, recent news, and key competitors
    Review relevant certifications and licensing requirements
    Research typical OTE splits for this role level and negotiate accordingly
    Prepare to discuss your home office setup and self-management discipline
    Review the job description and map your experience to each requirement
    Role Insights

    This 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.

    Are you a closer?

    Interested in financial? Build your profile to get matched with roles like this.

    Explore More Sales Jobs

    Similar Roles

    Browse More Jobs

    Powered by LemClosers

    Ready to land your next closing role?

    Build your free closer profile to get matched with high-ticket sales opportunities, track applications, and showcase your track record.

    Create a free profile to save sales jobs and track applications

    Get matched
    Create Free Profile