Remote Sales Consultant - Financial Services

Succession Partners
Morrisville, NC

About this role

We are hiring Remote Financial Sales Consultants. In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home.

What the day-to-day looks like

  • Contact warm inbound leads — people who have already requested information about financial protection for their families
  • Conduct needs-based consultations by phone or Zoom to identify the right coverage options
  • Present and explain policy options from our network of 60+ carriers
  • Follow up consistently with prospects and track your daily activity
  • Attend weekly virtual training and team meetings
  • Work toward leadership and the ability to build and manage your own team

Compensation

  • $800 to $1,200 commission per closed sale
  • Part-time agents (20 hrs/week) typically earn $50,000 to $80,000 in year one with consistent activity
  • Full-time agents typically earn $80,000 to $120,000 once established; top performers earn significantly more
  • Paid weekly
  • Performance-based incentives and bonuses available
  • Long-term override income available through team building

What we provide

  • Warm inbound leads and outbound follow-up opportunities (lead cost structure discussed during interview)
  • Licensing assistance — we will walk you through how to obtain your Life and Health License if you do not already have one
  • Step-by-step onboarding and a dedicated mentor for your first 90 days
  • Access to products from 60-plus insurance carriers so you can match every client with the right fit
  • Clear path to team leadership and passive override income

Who does well in this role

You do not need a background in finance or insurance. The following backgrounds consistently produce strong first-year consultants:

  • Real estate, mortgage, or banking
  • Retail, hospitality, or customer service
  • Military veterans and first responders
  • Teaching, coaching, or fitness
  • Any previous commission or performance-based sales role

Requirements

  • Must be a U.S. citizen or legal resident currently living in the United States
  • Fully remote role
  • Must be able to pass a background check
  • Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided)
  • Reliable internet connection and a quiet workspace for calls

Benefits

  • Flexible schedule — work full time or part time
  • Work from home
  • Weekly pay
  • 100% Uncapped commission structure
  • Mentorship and ongoing training
  • Leadership and team-building opportunities

How to apply

Submit your resume through Indeed. No cover letter required. In the screener questions below, answer honestly — we review every application and respond within 2 business days.

We would rather hire five people who are a strong fit than fifty who are not. If you are serious about changing your income, apply today.

Posted 2026-06-12

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