About the role
Work From Home Account Associate
About the Role:
We’re looking for motivated and energetic Account Associates with the ability to work from home to join our growing sales team. This role is ideal for individuals seeking a fully remote opportunity where they can make an impact by helping others make confident financial decisions.
Core Responsibilities * Reach out to potential clients via phone, email, or messaging * Learn about the client’s goals and recommend relevant services * Guide clients through onboarding and product selection * Log activity in CRM, track follow-ups, and ensure a smooth client experience
Qualifications * High school diploma or college degree preferred * Strong communication and interpersonal skills * Self-motivated and able to stay organized in a remote setting * Previous experience in sales or a client-facing roles a plus but not required
What We Offer * Competitive base salary plus performance-based bonuses and incentives. * Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off. * Fully remote environment with flexible scheduling options * Growth potential and opportunities to advance