Sales Team

Company Description Burke Builders Financial Services focuses on helping individuals and families better understand their finances, protect what matters most, and work toward a stronger financial future through education and personalized guidance. The team uses clear financial education and a Financial Needs Analysis to help clients review their current financial situation, identify gaps, and explore options aligned with their goals. Client conversations may address areas such as life insurance, debt management, emergency savings, retirement planning, education funding, and income protection. The organization is committed to making financial education accessible to everyday families, as well as connecting with professionals interested in opportunities within the financial services industry. Their approach emphasizes listening first, educating clearly, and supporting informed decisions for clients and their families.Role Description The Sales Team role is a remote contract position focused on connecting with individuals and families to share financial education and introduce Burke Builders Financial Services’ offerings. Day-to-day responsibilities include reaching out to prospective clients, scheduling and conducting virtual meetings, and guiding clients through a basic Financial Needs Analysis. Team members present appropriate financial solutions, explain concepts such as protection, savings, and retirement planning, and help clients understand options without pressure. The role also involves maintaining accurate client records, following up on inquiries, and collaborating with colleagues to support outreach initiatives and business development. Sales Team members may participate in training sessions to deepen financial knowledge and improve client communication and presentation skills.Qualifications Strong interpersonal, communication, and listening skills to build trust and explain financial concepts clearly.Sales, customer service, or client-facing experience, preferably in financial services or a related field.Comfort with remote work tools, virtual meetings, and maintaining organized digital records.Ability to learn and explain basic financial topics such as protection, savings, debt management, and retirement planning.Self-motivated, goal-oriented, and able to manage time effectively in a contract, performance-driven environment.High ethical standards, professionalism, and a commitment to non-discriminatory, client-first service.Willingness to complete any required licensing or certifications for financial products, as applicable.High school diploma or equivalent required; additional education or relevant certifications are a plus.