Remote Financial Needs Advisor (Warm Leads)

Remote Jobs; Pueblo (CO); Remote; USD 50,000 - 80,000; Full time

Job summary

Remote Jobs is seeking a remote financial-services professional to engage with warm leads and support families protecting income and future planning. The role emphasizes structured days, coaching during ramp-up, and a focus on timely follow-ups.

There is no office required, and top performers have opportunities to advance along a leadership track. Training is provided upfront, with AI-assisted elements used to streamline the hiring process, not replace human judgment.

Qualifications

• Demonstrated ability to follow up with leads on time.
• Maintains a professional video presence during remote interactions.
• Learns new tools quickly to support the sales process.
• Shows respect and empathy in client communications.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Remote Jobs is seeking a remote financial-services professional to engage with warm leads and support families protecting income and future planning. The role emphasizes structured days, coaching during ramp-up, and a focus on timely follow-ups.

There is no office required, and top performers have opportunities to advance along a leadership track. Training is provided upfront, with AI-assisted elements used to streamline the hiring process, not replace human judgment.