Remote Financial Sales Specialist

Davis Family Finance is expanding and is looking for motivated, service-oriented individuals to join our team as Remote Financial Sales Specialist. If you enjoy helping others, building meaningful relationships, and developing a rewarding career in financial services, we'd love to hear from you. Whether you're entering the financial services industry for the first time or bringing experience from customer service, education, healthcare, banking, retail, hospitality, management, or sales, our comprehensive training program and ongoing mentorship are designed to help you succeed. In this role, you'll work with individuals and families by providing financial education, supporting client conversations, and helping clients better understand financial strategies that align with their goals. Responsibilities - Meet virtually with clients to discuss their financial goals and priorities - Provide education on financial planning concepts and available financial solutions - Schedule and conduct client review appointments - Maintain consistent follow-up and deliver excellent client service - Build and strengthen long-term client relationships - Maintain organized and accurate client documentation - Participate in ongoing training, coaching, and professional development - Collaborate with experienced financial professionals to deliver an exceptional client experience What We're Looking For The ideal candidate is: - Passionate about helping others - Professional with strong communication skills - Organized and detail-oriented - Self-motivated and dependable - Comfortable working in a remote environment - Willing to learn new skills and grow professionally - Able to build trust through outstanding customer service Experience in customer service, education, healthcare, hospitality, retail, banking, management, business development, or sales is preferred but not required. Training & Development We believe in developing talent from within. Our training program includes: - Financial services fundamentals - Client relationship management - Communication and presentation skills - Industry compliance education - One-on-one mentorship - Ongoing coaching and development - Opportunities for professional growth No previous financial services experience is required. Qualifications - High school diploma or equivalent - Must be at least 18 years of age - Authorized to work in the United States - Excellent communication and interpersonal skills - Basic computer skills and familiarity with virtual meeting platforms - Ability to work independently while contributing to a collaborative team environment - Willingness to obtain any required licenses applicable to the position What We Offer - Fully remote work environment - Flexible scheduling - Comprehensive onboarding and training - Ongoing mentorship from experienced professionals - Supportive and collaborative team culture - Opportunities for professional advancement - Continuing education and career development - Performance-based compensation Why Join Davis Family Finance? At Davis Family Finance, we are committed to helping individuals and families make informed financial decisions through education and personalized guidance. We also believe in investing in our team by providing the training, support, and professional development needed to build a rewarding long-term career. If you're looking for a remote opportunity where you can grow professionally while making a positive impact on the lives of others, we encourage you to apply. Join Davis Family Finance as a Remote Financial Sales Specialist and begin building a rewarding career with a team dedicated to serving clients and supporting your professional growth. Pay: $57,849.48 - $69,668.19 per year Work Location: Remote

Back to blog

Other Jobs To Apply

Video Editor

[Remote] Motion Designer / Production Artist

UI UX Designer

Senior Digital Graphic Designer Remote 12-14 Week Contract Job at Icreatives in Washington

IT Change, Problem & CMDB Specialist

[Remote] Project Manager (Information Technology)

(Remote) Project Manager - Professional Services

Category Ops Excellence: Materials & Lean Six Sigma

Director, Agile Program & Roadmap Governance

Senior Product Manager - Remote Video Monitoring

Remote Client Portfolio Manager

[Remote] Service Delivery Management Consultant 3- Support

Ecommerce Specialist; Remote

Supplier Relationship Manager - Remote

MRO & Procurement Manager

Remote Management Consultant (Strategy & Operations)

Remote COO AI Operations for Health Equity

Vice President of Operations - EMS Division (1153947)

Remote Scrum Master: Agile Coach for Modernization Delivery

Product Owner, Technical - AI Neobank

Application Product Manager

Technical Recruiter-Trainee (Volunteering Role -Unpaid Opportunity)

Managing Director - Leadership & Assessment

Senior Healthcare Recruiter - Remote

HR Consultant - Remote (DC, Northern Virginia or Maryland)

Rehab Staffing Coordinator at Fairview Health Services: 100% Remote (Shoreview, MN)

Remote Customer Service - Benefits Specialist (50k-90k per year)

Lead Compensation Analyst

Manager, Performance and Test Engineering at BambooHR: 100% Remote (UT)

HRIS Analyst, People Technology – Remote

Marketing & Design Sourcer

[Remote] Learning Development, Operations - Remote

VP of Talent & People Operations

Human Resource Specialist - Freelance AI Trainer Project

People Operations Partner

[Remote] Experienced Operations Recruiter - Remote

Forensic Accountant, Manager/Partner

Senior Analyst, Revenue Recovery

Senior Technical SEO Manager

Remote Entry-Level Bookkeeper (QuickBooks Train...

Head of Finance: Strategic Treasury for Crypto Growth

Remote Quantitative Analyst; Finance

Senior Project Manager EPM (m/f/d) Project-based engagement

Financial Advisor (Remote | )

AU Mortgage Senior End-to-End Credit Analyst (WFH) | ZR_1327_JOB

Salesforce Business Administrator - remote

Senior Serverless Spark Migration Engineer

Senior Tableau Developer (REMOTE)

Digital Solutions Architect- GeoSCADA (Remote on W2)

Remote Full-Stack Engineer (Web3-DeFi)