REMOTE SALES PROFESSIONAL
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REMOTE SALES PROFESSIONAL
    Step 1: Download the description of the sales position
    Please download and review the description of the sales position. We want you to have a good understanding of the responsibilities and opportunities of this position before you apply.
      Step 2: Read our video guide and record your video
      To help us know a little about you as a person, we ask that you record a brief video of yourself. Our video guide provides recording instructions and the topics we would like you to cover.
        Step 3: Submit your application
        Please take a moment to complete and submit our brief application form.
          Step 4: Read our latest ebooks
          To help you understand our processes and products, please spend some time and read our latest ebooks, The Wealthy Client Pipeline and Elite Wealth Planning. You will find these two books below.
          RESULTS-DRIVEN EBOOKS
          To help you understand our processes and products, please spend some time to read out latest ebooks, The Wealthy Client Pipeline and Elite Wealth Planning. You will be sent links to these books after we receive your application. 
          The Wealthy Client Pipeline
          The Wealthy Client Pipeline spells out exactly how financial advisors can use thought leadership to build strategic partnerships with centers of influence that will deliver new wealthy clients to them and substantial new revenue for their partners. It’s a systematic process for building a steady stream of new affluent clients that incorporates our latest experience and thinking regarding what is working best right now for financial advisors and their COIs. Combined with the high-quality thought leadership content available through CEG, this process will put a potent business driver in your financial advisors’ hands. We built out The Wealthy Client Pipeline program based on this book. 
          Elite Wealth Planning
          The Super Rich—those with a net worth of $500 million or
          more—have much to teach about their approaches to building and protecting wealth. Elite Wealth Planning: Lessons from the Super
          Rich reveals those strategies and how they can be applied by those
          of lesser wealth. Designed for affluent families or anyone with a complex financial situation, Elite Wealth Planning will help
          position you as the elite wealth planner they will want to work with.
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