Remote Client Advisor: Flexible Growth with Mentorship

Medium; Abbotsford (WI); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology access

Work from home

Job summary

Medium in Abbotsford, Wisconsin is seeking a passionate individual for a role focused on securing families’ financial well-being. This position offers work-from-home flexibility, allowing for a balanced personal and professional life while advancing your career.

Your typical tasks will include conducting virtual consultations, assessing client needs, and building long-lasting relationships. Incentives like no cold calling and weekly pay highlight the advantages of this role.

If you're a motivated team player, this may be the opportunity for you!

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and provide knowledge on solutions.
• Cultivate lasting client relationships through periodic check‑ins.
• Complete administrative tasks as needed.

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

Medium in Abbotsford, Wisconsin is seeking a passionate individual for a role focused on securing families’ financial well-being. This position offers work-from-home flexibility, allowing for a balanced personal and professional life while advancing your career.

Your typical tasks will include conducting virtual consultations, assessing client needs, and building long-lasting relationships. Incentives like no cold calling and weekly pay highlight the advantages of this role.

If you're a motivated team player, this may be the opportunity for you!