Remote Client Advisor — Financial Services

Remote Jobs; New Britain (CT); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

Remote Jobs offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career. If you want a job with no conversations, this is not for you.

Daily work includes speaking with information-seekers, mapping needs to protection options, running enrollment flows, and building a client list, all supported by pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Must be self-motivated and able to work in a performance-driven environment.
• Strong communication and interpersonal skills are essential.
• Willingness to learn and receive feedback, with openness to coaching.

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.

Skills

Communication

Self-starter

Coaching mindset

Job description

Remote Jobs offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career. If you want a job with no conversations, this is not for you.

Daily work includes speaking with information-seekers, mapping needs to protection options, running enrollment flows, and building a client list, all supported by pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.