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Remote Wealth & Insurance Client Associate

Remote • Posted Today
Remote Full Time Management & Operations

Growth Spot Services is seeking a remote lead-generation role focused on identifying and sourcing potential retail, HNI, and UHNI clients interested in wealth management, stock trading, or insurance accounts. You will connect with prospects via digital marketing, personal networking, or social media to introduce our corporate investment platform.

The role involves categorizing leads into Retail, HNI, or UHNI segments and securely uploading qualified leads to our backend for immediate assignment

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