Green Card Inbound Sales Representative Jobs
Inbound Sales Representative roles can qualify for EB-3 green card sponsorship when employers run a full PERM labor certification through DOL, certifying no qualified U.S. workers are available. EB-2 sponsorship is possible for candidates with advanced degrees or strong professional credentials. Understanding how sponsorship works for client-facing sales roles helps you target the right employers.
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INTRODUCTION
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
ROLE AND RESPONSIBILITIES
As an Investment Advisor on the Inbound Advisor team, you'll play a pivotal role by delivering financial strategies to help individuals achieve their goals.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team's existing talents. For this Investment Advisor role, we are seeking a candidate with a desire to help clients succeed financially. If you have the heart of a teacher, perseverance, and compassion, this may be an opportunity for you!
Responsibilities:
- Conduct business with the goal of achieving/exceeding performance targets for engagement center metrics: opportunity generation, client enrollment, client retention, and customer survey scores
- Take inbound calls and review financial goals to uncover needs and opportunities; provide consultative mentorship to empower action and support achievement of the client's personal financial goals
- Demonstrate knowledge of the company financial planning philosophy and approach, products and services, investment strategies, and other aspects of personal financial planning
- Ability to engage with clients over the phone & conduct goal-based conversations; accurately & efficiently to resolve client issues
- Optimally handle time, client inflows and processes while adhering to a set schedule within the engagement center
BASIC QUALIFICATIONS
- Bachelor's degree required and/or equivalent level of professional work experience. Prefer degree in Finance, Economics, Financial Planning, or related field.
- Outstanding customer service experience and strong desire to help people
- Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client's financial goals
- Proficiency and/or experience working with computer-based tools for account management
- Possess the Series 65 or Series 66 securities license or be willing to go through our training program to earn the Series 65 securities license within the first 3 months of employment
This is a hybrid role (3 days per week in-office) based in Phoenix, AZ.
COMPENSATION
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $50,700 - $67,600. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
ABOUT EDELMAN FINANCIAL ENGINES
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30), we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit EdelmanFinancialEngines.com.
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.
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Get Access To All JobsTips for Finding Green Card Sponsorship in Inbound Sales Representative
Document your sales credentials before applying
PERM requires your employer to verify your qualifications match the job requirements exactly. Gather transcripts, certifications, and performance records that demonstrate measurable sales outcomes, these become part of the labor certification file and are hard to add later.
Target employers with E-Verify enrollment first
Employers who are already enrolled in E-Verify have cleared a baseline compliance step that serious green card sponsors typically complete. Prioritizing these companies narrows your search to employers already equipped to handle employment-based immigration filings.
Use Migrate Mate to find sponsoring employers
Search Migrate Mate to identify companies that have sponsored EB-2 or EB-3 green cards for sales roles. Filtering by job title and sponsorship history surfaces employers who have completed the PERM process before, which matters more than general hiring volume.
Ask about PERM timeline during offer negotiations
PERM labor certification typically takes six to twelve months before an I-140 petition can be filed. Raising this during the offer stage, not after signing, lets you assess whether the employer has immigration counsel and an active process in place.
Verify your role qualifies under the correct EB category
Inbound sales roles with a bachelor's degree requirement typically qualify under EB-3 professional. If your position requires an advanced degree or you have specialized credentials, your employer's immigration attorney can evaluate EB-2 eligibility through USCIS guidelines before filing.
Check prevailing wage requirements using OFLC Wage Search
DOL certifies LCAs only when the offered wage meets the prevailing wage for your specific job title and work location. Using OFLC Wage Search before your offer stage lets you confirm the employer's compensation aligns with what PERM approval requires.
Green Card Inbound Sales Representative: Frequently Asked Questions
Can an Inbound Sales Representative role qualify for green card sponsorship?
Yes. Inbound Sales Representative positions can qualify under EB-3 when the role requires at least a bachelor's degree or two years of specialized training and the employer completes PERM labor certification through DOL. The employer must demonstrate that no qualified U.S. workers were available for the position at the time of filing, and the offered wage must meet the DOL prevailing wage for that job title and location.
How does green card sponsorship differ from H-1B sponsorship for this role?
Green card sponsorship through PERM and I-140 leads to permanent residency with no annual renewal requirement, unlike the H-1B visa which is temporary and subject to lottery selection. EB-3 green card sponsorship has no annual cap at the petition level for many countries, though visa number availability varies by country of birth. The PERM process also takes longer upfront, typically six to eighteen months from labor certification through I-140 approval, but the outcome is permanent status.
What does the PERM labor certification process involve for a sales role?
PERM requires your employer to conduct a supervised recruitment campaign proving no minimally qualified U.S. workers applied for the role. For an inbound sales position, that includes posting the job through DOL-mandated channels, documenting applicant dispositions, and filing an ETA Form 9089 with DOL. The employer cannot make the job requirements overly restrictive or tailored specifically to your resume. If DOL certifies the application, the employer can then file an I-140 immigrant petition with USCIS on your behalf.
How do I find Inbound Sales Representative jobs that offer green card sponsorship?
Migrate Mate is built specifically to surface employers with employment-based green card sponsorship history, including sales roles. Rather than manually sorting through job postings with no sponsorship information, you can filter by job title and sponsorship type to identify companies that have already navigated the PERM and I-140 process for comparable positions. This significantly reduces time spent on employers who aren't set up to sponsor.
Does having a bachelor's degree affect which green card category applies to me?
Yes. If your Inbound Sales Representative position requires a U.S. bachelor's degree or its equivalent in a specific field, you typically qualify under EB-3 professional. If the role requires an advanced degree and you hold one, or if you have strong professional credentials that meet USCIS standards for EB-2 eligibility, your employer's immigration attorney would evaluate the stronger category before filing. Most standard inbound sales roles are filed under EB-3.