Fully Remote Account Executive
Overview We are seeking a motivated and client-focused Fully Remote Account Executive US based only to join our remote team. In this role, you will provide personalized financial guidance to individuals and families, helping them achieve long-term financial stability. You will utilize a comprehensive suite of financial tools to develop tailored strategies that meet each client's unique needs. This position offers the flexibility to manage your own schedule while benefiting from ongoing support and training from our experienced team. Key Responsibilities • Establish and grow client relationships through proactive outreach, referrals, and networking • Conduct detailed consultations to assess financial situations, goals, and priorities • Develop and present customized financial strategies using company resources • Provide continuous support and guidance to clients, fostering long-term trust and engagement • Stay informed on industry trends, regulatory updates, and product developments • Operate with professionalism and integrity, adhering to ethical standards Candidate Profile • Strong desire to help others achieve financial well-being • Excellent communication, interpersonal, and presentation skills • Self-motivated, disciplined, and results-driven with an entrepreneurial mindset • Professional and ethical approach to client service • Ability to build rapport with individuals from diverse backgrounds • Prior experience in sales, finance, or client-facing roles is preferred but not required Compensation and Benefits • Commission-based earnings with unlimited potential based on performance • Flexible schedule and autonomy to build your business • Comprehensive training, mentorship, and professional development resources • Association with a reputable and established financial services organization • Life insurance coverage • Access to healthcare exchange plans for medical, dental, and vision • Performance-based bonuses • Incentive travel opportunities for top performers If you are ready to take control of your career and make a meaningful impact, we encourage you to apply and join our team. Job Type: Full-time Benefits: • Dental insurance • Flexible schedule • Health insurance • Vision insurance Work Location: Remote