Benefits:

401(k)

Bonus based on performance

Company parties

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Profit sharing

Vision insurance

About CamaPlan

CamaPlan is a leading provider of self-directed IRAs, empowering individuals to take control of their retirement investments through real estate, private placements, precious metals, and more. We are passionate about financial education and committed to delivering top-tier service and knowledge to our clients.

We are currently seeking a dynamic and persuasive Sales Representative to serve as the face of CamaPlan at industry events, webinars, and in the field.

Position Summary

This is not your typical desk sales role. As a CamaPlan Sales Representative, you’ll be our primary spokesperson at events and webinars, educating prospects and partners on the power of self-directed IRAs. Your role will blend public speaking, event-based lead generation, and sales relationship building to convert interest into action.

Key Responsibilities

Serve as the lead speaker at live and virtual events, trade shows, webinars, and educational seminars.

Clearly and confidently explain the benefits and mechanics of self-directed IRAs to audiences ranging from small investor groups to large professional gatherings.

Travel regularly to attend events, network with potential clients, and present on behalf of CamaPlan.

Identify, engage, and close new business opportunities from events and referrals. Develop and maintain strong relationships with financial professionals, investors, and real estate networks.

Collaborate with marketing and leadership teams to align messaging and outreach strategy.

Track sales pipeline activity and follow up with leads in a timely and professional manner.

Qualifications

3+ years of sales experience; experience in financial services, real estate, or retirement planning preferred.

Confident and experienced public speaker, comfortable presenting to both small and large groups.

Strong knowledge or willingness to quickly learn about self-directed IRAs, alternative investments, and retirement strategies.

Ability and willingness to travel regularly (up to 50%) for in-person events across the U.S.

Excellent communication and interpersonal skills.

Self-motivated, organized, and results-driven.

Preferred Experience (Not Required)

Background in finance, investment advising, or retirement planning.

Previous experience as a trainer, educator, or seminar leader.

Existing network within real estate, investing, or financial planning industries.

What We Offer

Competitive base salary + commission

Flexible hybrid work environment

Travel expense reimbursement

Ongoing training and professional development

Opportunity to become a leading voice in the self-directed IRA industry