Financial Sales Rep - Remote - Commission-based

Verisum

$96K — $240K *
Tampa, FL 33647In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Excellent communicator, especially over phone/Zoom
  • Coachable, driven, and self-motivated
  • Ability to build rapport and earn trust quickly
  • Comfortable with remote tools (Zoom, CRM platforms)
  • Life and Health Insurance License (or willingness to obtain)

Responsibilities

  • Educate and consult with clients on advanced financial strategies
  • Conduct virtual meetings to present financial solutions
  • Follow up with warm leads—no cold calling involved
  • Guide clients through various financial products
  • Manage client relationships using CRM tools
  • Participate in regular training and mentorship sessions

Benefits

  • In-house lead system connects you with interested clients
  • Remote work opportunity with a flexible schedule
  • Comprehensive training and licensing support provided
  • Mentorship from top producers in the field
  • Advancement opportunities to manage a team and access leadership bonuses
Full Job Description
Note: This is a highly regulated industry, as such, applicants must be based in the United States.

Overview

We help individuals and families take control of their finances through powerful, personalized strategies-far beyond traditional life insurance. Our firm specializes in advanced financial concepts such as:
  • The Infinite Banking Concept
  • Tax-Free Retirement Income Planning
  • Annuity Solutions for Income & Asset Protection
  • Accelerated Debt Payoff Strategies

We are looking for a motivated individual who wants to build a flexible, fulfilling career where income has no ceiling-and success is based on effort, not office politics.

Whether you're new to finance or looking for a fresh start in a meaningful industry, we provide full training, mentorship, and the tools you need to succeed. Work remotely, set your own schedule, and build a career that gives you freedom and purpose.

What You'll Do
  • Educate and consult with individuals and families on financial strategies including cash flow management, infinite banking, and retirement income planning
  • Conduct virtual meetings to present tailored financial solutions
  • Follow up with warm leads-no cold calling
  • Guide clients through financial products like indexed universal life (IUL), annuities, term life, and debt payoff programs
  • Use CRM tools to manage client relationships and track performance
  • Participate in regular training sessions and mentorship calls

What We Offer
  • In-House Lead System: Get connected to individuals who have already requested information-no cold prospecting
  • Remote Work + Flexible Schedule: Work from anywhere in the United States, on your terms
  • Complete Training & Licensing Support: We provide resources and comprehensive training
  • Mentorship from Top Producers: Learn the exact system used by top earners
  • Advancement Opportunities: Manage a team and access leadership bonuses


Compensation & Perks
  • Full-Time (32-40 hrs/week): Common earnings $8,000-$20,000+/month
  • Daily Pay: Commission-based compensation, paid directly by carriers
  • Performance Bonuses: Incentives, profit-sharing, and all-expenses-paid travel to 5-star resorts
  • Pay Raises every 2 months based on performance
  • No caps on earnings
  • Health insurance options available


Qualifications
  • Excellent communicator, especially over phone/Zoom
  • Coachable, driven, and self-motivated
  • Ability to build rapport and earn trust quickly
  • Comfortable with remote tools (Zoom, CRM platforms)
  • Life and Health Insurance License (or willingness to obtain)


Why Join Us?
  • Specialized Solutions = Greater Impact: You'll learn to deliver advanced financial strategies that most agents never touch-giving you a serious edge and creating lifelong client relationships.
  • Proven System: Scripts, tools, mentorship, and marketing support provided.
  • Supportive Team Culture: We work together, learn together, and win together.
  • Unlimited Growth Potential: Want to build your own firm? We'll help you get there.


A Few More Details
  • This role is best suited for those who are self-directed, hungry to learn, and ready to grow personally and professionally.
  • Success in this role depends on your ability to follow a proven system, take initiative, and serve clients with integrity.

Ready to take control of your future and build a career that changes lives-including your own? Apply now and let's talk.

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