Work From Home Account Associate

Work From Home Account Associate About the Role: We’re looking for motivated and energetic Account Associates with the ability to work from home to join our growing sales team. This role is ideal for individuals seeking a fully remote opportunity where they can make an impact by helping others make confident financial decisions.

Core Responsibilities Reach out to potential clients via phone, email, or messaging Learn about the client’s goals and recommend relevant services Guide clients through onboarding and product selection Log activity in CRM, track follow-ups, and ensure a smooth client experience Qualifications High school diploma or college degree preferred Strong communication and interpersonal skills Self-motivated and able to stay organized in a remote setting Previous experience in sales or a client-facing roles a plus but not required What We Offer Competitive base salary plus performance-based bonuses and incentives.

Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off. Fully remote environment with flexible scheduling options Growth potential and opportunities to advance