Remote Sales - Client Engagement Coordinator

About New Freedom Financial

New Freedom Financial is a family-driven, vision-first agency backed by a major national carrier. We combine modern tech, AI-assisted systems, and human connection to change how families protect their future. Our mission is simple: serve people and leave them better than we found them.

Why this role is different

This isn’t a corporate seat — it’s a pathway to ownership. You’ll build your own business & develop a book of business, lead a team, and scale your income based on performance. No cold calls. No chasing. You’ll work warm, qualified clients who’ve already requested help.

What you’ll do

• Master our systems and product suite to deliver first-class client experiences.
• Follow up with warm leads and prior client inquiries (we provide high-quality leads).
• Meet clients virtually (Zoom / phone) and guide them through the protections that build generational wealth.
• Manage your client communication and relationship lifecycle.
• Build a personal brand and scale your book — recruit and lead a team when ready.
• Hit performance goals to unlock promotions, leadership roles, and revenue-share opportunities.
• Maintain licensing, contracting, and compliance for your market.
• Attend weekly virtual training and leadership development.

Requirements

• Reliable phone, data, and Wi-Fi.
• Must pass background check and carrier contracting.
• Active Life & Health license, or willingness to get licensed (we’ll help you in 7–10 days).

Who you are

• You want to build and own something — not just collect a paycheck.
• Entrepreneurial mindset: you plan, execute, iterate, and refuse to be average.
• Strong communicator — phone and video-first comfort.
• Organized, self-motivated, and tech-savvy.
• Preferably 2+ years in sales, service, or business ownership — but grit and results matter more.

Benefits

Compensation & growth

• Uncapped commission structure + performance bonuses and incentives.
• Clear path to leadership / territory ownership / revenue-share for top performers.
• Many of our highest-performing partners create a significant, scalable income by building teams and recurring revenue streams.
• 100% Commission
• Perks
• Remote, flexible schedule (evenings/weekends as client needs require).
• Comprehensive training and a proven playbook to build your business.
• Annual all-expense-paid trips for top producers.
• Discounted health and life coverage options.
• Leadership development and agent-to-owner transition support.