Financial Sales Consultant($100k+, Training provided)

Succession Partners
Dallas, TX

About this role

If you have sales experience and you are tired of working a territory, sitting in an office, driving to appointments, or being capped at a quota someone else set — this role was built for you.

We are hiring experienced sales professionals to join our remote financial services team. You will use the phone and sales skills you already have to help families find the right financial protection coverage — working entirely from home on a schedule you control.

Why experienced sales reps make the switch

Your current sales job

Capped + commute

Quota ceiling. Drive time. Manager oversight. Income stops when you do.

This role

Uncapped + remote

No quota ceiling. No commute. Work from home. Earn what you close.

Your sales skills transfer directly

If you have worked in any of the following, you already have what it takes:

Backgrounds that convert fast in this role

Real estate sales

Mortgage / lending

Auto sales

Telecom / wireless sales

B2B / SaaS sales

Timeshare / vacation sales

Solar / home services

Any commission-based role

What you will be doing

  • Work warm inbound leads — speak with people who have already requested information about protecting their families financially
  • Conduct needs-based consultations by phone and Zoom to identify the right coverage options
  • Present and explain products from our network of 60-plus carriers — independent model, never locked to one company
  • Manage your own pipeline and daily activity on your schedule
  • Close deals and get paid weekly — no waiting on monthly draws
  • Optionally build a team and earn passive override income on their production

Income potential

  • $800 to $1,200 commission per closed sale
  • Experienced reps typically hit $80,000 to $120,000 in year one — faster ramp than new agents due to existing sales skills
  • Top performers earn $150,000 to $300,000-plus once fully established
  • Paid every week — no advance repayments, no draws, no clawbacks on earned commission
  • Performance bonuses and incentive trips available
  • Team leadership and override income for those who want to build beyond personal production

What we provide

  • Warm inbound leads with outbound follow-up opportunities (lead cost structure and options discussed during interview)
  • Licensing support if you do not yet hold a Life and Health Insurance License — most experienced reps pass the exam within 1 to 2 weeks
  • Onboarding designed for experienced reps — fast-tracked, not entry-level paced
  • Access to 60-plus insurance carriers so you always have competitive options for every client
  • A clear path to team leadership and passive override income for those who want it

What your day looks like

  • Log on when you are ready — no set start time, no check-in calls
  • Work your lead queue by phone and Zoom from your home office
  • Run consultations, present options, close deals
  • Track your activity and pipeline in your CRM
  • Attend optional weekly team training — remote, recorded if you miss it
  • Log off when your day is done — no manager watching the clock

Requirements

  • Proven background in a commission-based or performance-driven sales role
  • Must be a U.S. citizen or legal resident currently living in the United States
  • Raleigh/Triangle area preferred — fully remote and open to all U.S. locations
  • Must be able to pass a background check
  • Life and Health Insurance License required before start date — or genuine willingness to obtain quickly (we provide full support)
  • Reliable internet connection and a quiet home workspace for calls

Benefits

  • 100% remote — permanent work-from-home position
  • Flexible schedule — you set your own hours
  • Weekly pay on every closed sale
  • 100% Uncapped commission — no quota ceiling, no cap on what you can earn
  • Independent carrier model — access to 60-plus companies
  • Leadership path and passive override income for those who want to build a team

How to apply

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

We are looking for closers who are ready to work smarter, not just harder. If that is you, apply today.

Posted 2026-06-12

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