Remote Sales Representative

Howard Financial Services

About the Role

Howard Financial Services is a growing financial services organization dedicated to helping clients manage, protect, and grow their financial assets. The company provides a range of solutions, including insurance products and retirement planning services. Howard Financial Services focuses on building long-term relationships by offering clear guidance and personalized support to individuals, families, and businesses. Team members collaborate remotely while maintaining a strong client-centric culture rooted in integrity, transparency, and reliability.

This is a full-time, remote role for a Sales Representative at Howard Financial Services. This role is commission-only, and you will be considered an independent contractor.

Key Responsibilities

• Engage prospective and existing clients via phone, video calls, email, and digital channels to understand their financial needs and recommend appropriate products and services.
• Qualify leads that have already been generated.
• Schedule and conduct consultations.
• Present service offerings.
• Follow up to close new business.
• Maintain accurate records in CRM systems.
• Meet or exceed sales targets.
• Collaborate with internal teams to ensure a seamless client experience.
• Stay informed about available products, industry trends, and compliance requirements to provide clear, accurate information and build trust with clients.

Requirements & Tech Stack

• Comfort with remote work technologies, including CRM software, video conferencing tools, and digital communication platforms.

Qualifications

• Strong communication and interpersonal skills, including active listening and clear, professional written and verbal communication.
• Sales experience is great, but not required as extensive training is provided.
• Basic understanding of financial products and services, or a willingness and ability to learn quickly in the financial services domain.
• Self-motivated, organized, and able to manage time effectively in a remote environment.
• Customer-focused mindset, with the ability to build rapport, maintain long-term relationships, and provide consultative guidance.
• Must be 18 years old and reside in the USA.