About this role
This is a remote financial-services seat built around warm leads and a training system.
If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.
Daily work
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Speak with people who asked for information
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Map needs to available protection options
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Run a simple enrollment flow
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Build and service a client list
Provided
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Pre-qualified warm leads
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Step-by-step onboarding
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Remote tools
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Flexible hours
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Ongoing mentorship
Good fit
Self-starters who like helping families and can handle a performance environment.
Bad fit
Anyone who will not take feedback or needs a manager in the room.
Next step is a short Zoom overview. Apply to book it.