Sureguard Financial logo

Customer Sales Representative (Remote)

Sureguard Financial
Department:Finance
Type:REMOTE
Region:Columbus, OH
Location:Columbus, OH
Experience:Entry level
Estimated Salary:$35,000 - $65,000
Skills:
SALESCUSTOMER SERVICEFINANCIAL SERVICESCRMCOMMUNICATIONVIRTUAL MEETINGSLIFE INSURANCEANNUITIESINVESTMENT PRODUCTS
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Job Description

Posted on: April 5, 2026

Position Overview

Sureguard Financial seeks a motivated Customer Sales Representative to join our award-winning team. This remote position offers unlimited earning potential and flexible scheduling for driven sales professionals passionate about financial services and client success.

About Legacy Harbor Advisors

We are a Forbes and Entrepreneur Magazine-featured organization consistently ranked on the Inc. 5000 list. Our company culture emphasizes professional development, innovative sales strategies, and exceptional workplace environment for financial services professionals.

Key Responsibilities

  • Conduct virtual client consultations via phone and video conferencing platforms
  • Present customized financial solutions including life insurance, annuities, and investment products
  • Build and maintain long-term client relationships through expert financial guidance
  • Collaborate with experienced team members and industry mentors
  • Utilize advanced CRM systems and sales technology to manage client pipeline
  • Implement proven sales methodologies to achieve revenue targets
  • Provide ongoing client support and financial education

Qualifications

  • Excellent communication and interpersonal skills
  • Strong motivation and coachability
  • Experience in sales, customer service, or financial services preferred
  • Ability to work independently in remote environment
  • Professional presentation skills for virtual meetings
  • Goal-oriented mindset with entrepreneurial drive

Compensation & Benefits

  • Commission-Based: Independent contractor position with unlimited earning potential
  • Flexible Schedule: Set your own hours and work-life balance
  • Qualified Leads: Work with pre-screened prospects, no cold calling required
  • Comprehensive Training: Interactive courses, mentorship, and ongoing coaching
  • Technology Support: State-of-the-art CRM and sales tools provided
  • Performance Incentives: All-expenses-paid trips and rewards for top performers
  • Career Development: Access to industry leaders and professional growth opportunities

Work Environment

  • 100% remote position
  • Team-oriented culture with collaborative support
  • High-energy, dynamic work environment
  • Mentorship from experienced financial services professionals

Ready to Apply?

Join Sureguard Financial and transform your sales career with unlimited potential. We seek ambitious professionals ready to excel in financial services while making meaningful client impact.

Enjoy the freedom of a self-directed role where your earnings are purely performance-based. The more value you deliver, the more you’re rewarded.

Apply today to begin your journey as a Sales Representative with Sureguard Financial.

Originally posted on LinkedIn

Apply now

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