Client-facing, Fully Remote, Financial ServicesYou are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.The dealHome office.
Candidates should take the time to read all the elements of this job advert carefully Please make your application promptly.
Web presentations.Work that matters to families.Training and leaders who stay involved.A schedule you can build around real life.A portfolio you keep servingnot a stack of one-off calls.RequirementsCommunication that is clear and humanDiscipline without a supervisor in the hallwayOpenness to a proven processInterest in benefits conversations, not just "sales energy"Apply today. xmvmafu
We outline the role on Zoom so you can decide if it is actually a fit.
Remote working/work at home options are available for this role.
Client Intake Representative - Work From Home (50) in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.