Remote Financial Guidance Specialist – Mentored & Flexible

Remote Jobs; Surprise (AZ); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Remote Jobs is seeking candidates for a remote financial-services role built around warm leads and a coaching program. You will engage with prospects, map protection options, and guide enrollments while developing a client list.

This is a long‑term, performance‑driven opportunity with mentorship and flexible hours. Ideal candidates are self-starters who enjoy helping families and thrive in a coached, competitive environment.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached and competitive, with a view to long-term career growth.

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

Self-starter

Coachable

Competitive spirit

Excellent communication

Tools

CRM software

Remote work tools

Job description

Remote Jobs is seeking candidates for a remote financial-services role built around warm leads and a coaching program. You will engage with prospects, map protection options, and guide enrollments while developing a client list.

This is a long‑term, performance‑driven opportunity with mentorship and flexible hours. Ideal candidates are self-starters who enjoy helping families and thrive in a coached, competitive environment.