Everstead Financial

Compensation

Full Description

(New York Residence Only) Unlock your potential from anywhere. We’re building a motivated, growth-driven team focused on client success and flexible remote work. If you’re looking for a meaningful career helping individuals and families with financial solutions while enjoying the freedom of working from home this role is an excellent fit. Position Overview We’re seeking a results-oriented Sales Client Representative to join our expanding team. In this role, you’ll connect with pre-qualified clients, understand their financial needs, and guide them toward smart, personalized solutions. If you thrive in a client-focused, independent environment, this opportunity offers unlimited earning potential and long-term growth. The role offers a remote-first lifestyle, complemented by select face-to-face client visits, making a home base in New York and a readiness for brief trips especially valuable. What You’ll Do As a Sales Client Representative, you will: Engage Virtually With Clients: Build relationships with pre-qualified individuals and families through online and phone consultations. Assess Client Needs: Understand each client’s financial goals and current situation Present Tailored Solutions: Deliver clear, customized recommendations for products such as Life Insurance, IULs, and Annuities using virtual tools. Guide Clients Through the Process: Support clients from first contact through plan implementation for a seamless experience. Maintain CRM Accuracy: Track interactions, follow-ups, and client data in our CRM system. Why You’ll Love Working With Us Uncapped Commission: Your income is fully performance-driven, no limits on earning potential. Flexible Work-From-Home Schedule: Build a routine that supports your personal and professional life. Pre-Qualified Leads Provided: Spend more time helping clients, not cold calling. Comprehensive Training & Support: Access mentorship, training, and modern digital tools to help you succeed. Supportive Team Culture: Join a collaborative, encouraging community of professionals. Benefits Access: Opportunities for life insurance and healthcare benefits. What We’re Looking For Excellent Virtual Communicators: Able to explain information clearly and build rapport remotely. Self-Motivated & Disciplined: Comfortable managing your own schedule and working independently. Solution-Focused Problem Solvers: Driven to help clients make confident financial decisions. Client-Focused Professionals: Passionate about making a positive difference in clients’ financial futures. Take the Next Step! Ready to grow your career in a dynamic, remote sales environment? Apply today and take control of your professional future! This role is structured as a 1099 independent contractor opportunity, giving you full control over your schedule and workflow. Compensation is commission-based, creating unlimited income potential without the limits of hourly or salaried pay. It’s an ideal fit for entrepreneurial individuals who want freedom, autonomy, and high rewards.