Sales Client Representative (Home-Based)

Everstead Financial
Yonkers, NY
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.

Posted 2025-11-21

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