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

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