Salesperson - Evenings & Weekends
The Salesperson role at Confidential Client involves conducting targeted outbound phone marketing campaigns to generate business development opportunities with financial professionals. This entry-level, fully remote position requires supporting clients through CRM management, digital tool training, and collaboration with sales partners, while emphasizing professional growth and excellent customer service.
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, financial services.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Confidential Client is hiring an entry‑level, remote Salesperson (Evenings & Weekends) to generate business development opportunities with financial professionals through targeted, phone-based outreach and digital support.
- Conduct outbound phone-based marketing campaigns to new and existing financial professionals to drive relationship growth and business opportunities.
- Capture and maintain accurate financial professional profiles in the client’s CRM (Microsoft Dynamics‑based).
- Log calls, contacts, conversations, and illustration requests in the CRM.
- Support adoption of the client’s digital tools (transaction portals, web-based calculators) via phone guidance and Webex walk‑throughs.
- Respond to inbound calls and emails, providing prompt customer support and routing complex issues to appropriate internal teams.
- Collaborate with internal and external sales partners to expand business development opportunities.
- Analyze account and profile information to tailor outreach strategies and identify cross-sell or up-sell opportunities.
- Distribute marketing content (emails, webinars, videos, flyers, podcasts) to support campaigns.
- Participate in professional development (webinars, self-study, mentorship) and assist with training new teammates.
- Deliver excellent service to internal and external customers; reasonable accommodations will be provided as needed.
Qualifications
- Entry‑level experience; prior phone-based sales or service experience preferred.
- Experience or interest in financial services is a plus.
- Demonstrated proficiency with Windows PCs and Microsoft Office.
- Comfortable using and learning CRM systems (experience with Microsoft Dynamics is helpful).
- Strong verbal communication and active listening skills.
- Ability to learn product and platform features and coach others through basic usage.
- Bachelor’s degree or equivalent education, training, or work experience is preferred but not required.
Hours & Location
- Remote role with required availability during evenings and weekends.
- This posting is listed for Illinois (IL). Applicants should be eligible to work in the United States. Specific scheduling and shift expectations will be discussed during the interview process.
Compensation & Benefits
- Estimated base annual compensation (as advertised): $98,660 per year — estimated.
- Comprehensive benefits package may include PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
- Additional compensation details, bonuses, and commissions will be provided in accordance with applicable law.
Why You’ll Like This Role
- Entry‑level opportunity with structured training and mentorship.
- Gain experience using enterprise CRM tools and supporting financial professionals.
- Work remotely with flexible scheduling focused on evenings and weekends.
- Opportunity for growth within a large financial services environment.
Other Important Information
Careertakes and our client adhere to all applicable federal, state, and local hiring laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. If you require assistance or accommodation during the application process, please contact Careertakes.
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.
Negotiate a higher salary! Check the salary ranges for this job type in your area.
View My Salary Range