Client-facing, Fully Remote, Financial Services
You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.
The deal
- Home office. 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 serving — not a stack of one-off calls.
Requirements
- Communication that is clear and human
- Discipline without a supervisor in the hallway
- Openness to a proven process
- Interest in benefits conversations, not just "sales energy"
Apply today. We outline the role on Zoom so you can decide if it is actually a fit.
Virtual - Client Portfolio Specialist in Remote at Unknown Company
This position is listed as full time and able to be worked remotely.