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Financial Sales

Remote Sales Lead - Wealth Management & Onboarding

Remote / Online - Candidates ideally in
Fort Worth, Tarrant County, Texas, 76102, USA
Listing for: Procom
Remote/Work from Home position
Listed on 2026-01-19
Job specializations:
  • Sales
    Financial Sales
  • Finance & Banking
    Financial Sales
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Sales Lead for a remote role, allowing candidates to work from anywhere in the United States. This position focuses on guiding clients through onboarding and education, building connections, and fostering trust to support their financial goals. Responsibilities include engaging with leads, educating prospects, coordinating with teams, and tracking client interactions. Ideal candidates should be personable, active listeners, and self-starters, preferably with experience in financial services or wealth management.
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