About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, a confidential client in the financial services industry.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Sales Advisor (English) — Remote / Entry Level (Illinois, IL)

Join a confidential client in the financial services industry as an entry-level, remote Sales Advisor (English). This phone-based position focuses on generating business development opportunities with financial professionals, supporting adoption of digital tools, and delivering excellent customer service. The role uses a Microsoft Dynamics–based CRM and includes training and benefits.

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What You’ll Do

• Conduct targeted outbound phone campaigns to new and existing financial professionals to generate business development and relationship growth opportunities.
• Log calls, contacts, conversations, and illustration requests in the client’s CRM (Microsoft Dynamics–based).
• Support financial professionals with troubleshooting and connect them with the correct internal resources (online, phone, or in-person) when needed.
• Provide phone and web walkthroughs to drive adoption of the client’s digital tools and platforms.
• Collaborate with internal and external sales partners to expand business opportunities.
• Analyze professional profiles and account information to recommend appropriate outreach and next steps.
• Identify cross-sell or additional product/service opportunities based on knowledge of the client’s offerings.
• Assist with marketing support distribution (emails, webinars, videos, flyers, podcasts).
• Deliver prompt, knowledgeable support for inbound sales calls and emails.
• Participate in ongoing professional development and assist with training teammates when requested.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

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Who You Are / Minimum Qualifications

• Comfortable with outbound phone-based sales or service activities.
• Experience in or interest in financial services preferred.
• Familiar with PCs in a Windows environment and proficient in basic Microsoft Office applications.
• Demonstrated customer service skills and the ability to work with professionals by phone and web conferencing tools.
• Bachelor’s degree or equivalent education, training, or work-related experience is preferred but not strictly required.
• Prior phone-based sales or service experience is a plus.

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Compensation & Benefits

• Estimated salary (external source estimate): $83,939 per year — actual pay will be set by the hiring organization and will follow applicable laws.
• Comprehensive benefits package may include PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance (details provided by the hiring organization).
• Training, mentorship, and professional development opportunities.

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Location & Schedule

• Remote role (telecommute). Applicants must be authorized to work in the U.S.; specific state hiring rules and benefits will be provided by the hiring organization.
• Entry-level position; schedule details to be confirmed during the interview process.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.