Fully Remote - Client Needs Navigator

• 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.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list
• Pre-qualified warm leads
• Step-by-step onboarding

Benefits

• Remote tools
• Flexible hours
• 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.

Provided

Next step is a short Zoom overview. Apply to book it.