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