Remote Client Services Advisor — Financial Guidance

Remote Jobs; Provo (UT); À distance; USD 50 000 - 70 000; Plein temps

Avantages offerts par ce poste

Home office setup

Web presentations

Flexible schedule

Mentorship and training

Résumé du poste

Remote Jobs is seeking a client-facing, fully remote position within financial services. You will be paired with a growing team, provided tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal includes a home office with web presentations, work that matters to families, training and involved leaders, and a flexible schedule you can build around real life.

Qualifications

• 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"

Description du poste

Remote Jobs is seeking a client-facing, fully remote position within financial services. You will be paired with a growing team, provided tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal includes a home office with web presentations, work that matters to families, training and involved leaders, and a flexible schedule you can build around real life.