Member Experience Specialist - Remote

Remote; San Francisco (CA); Remote; USD 50,000 - 85,000; Full time

Job summary

Remote is seeking individuals for a work-from-home, client-facing role in financial services that protects families. Your day includes virtual consultations, needs conversations, follow-up, and light administrative tasks such as notes and scheduling while keeping the sales pipeline clean.

This role offers no cold calling, leads provided, training, mentorship, advancement based on performance, modern tools, and Zoom interviews.

Qualifications

• No cold calling
• Qualified-interest leads
• Advancement based on performance
• Full training and mentorship
• Web-conference presentations from home
• Interviews on Zoom

Responsibilities

• Your day is virtual consultations, needs conversations, follow-up, and light admin — notes, scheduling, keeping the pipeline clean.
• Manage notes and scheduling while maintaining an organized pipeline.

Skills

Virtual consultations

Client-facing

Adaptable

Dependable

Willing to learn

Job description

Defining the future of work & living globally

Work from home in a client-facing financial-services role that protects families.

Your day is virtual consultations, needs conversations, follow-up, and light admin - notes, scheduling, keeping the pipeline clean.

Incentives

No cold calling

Qualified-interest leads

Advancement based on performance

Full training and mentorship

Modern tools

Web-conference presentations from home

We want people who are passionate, competitive, dependable, adaptable, and willing to be trained.

Interviews are on Zoom.