Remote Financial Services Advisor (Warm Leads)

Remote Jobs; Spokane (WA); Remote; USD 40,000 - 64,000; Full time

Job summary

Remote Jobs is seeking a remote financial-services associate to engage with warm leads, conduct structured conversations, and participate in coaching while ramping up. No office is required, and training is provided to ensure readiness before performance expectations are set.

The role emphasizes timely follow-up, professional video presence, and quick tool adoption, with opportunities for leadership tracks for high performers.

Qualifications

• Follow-up with leads in a timely manner to maintain engagement.
• Maintain a presentable video presence for virtual interactions.
• Demonstrate quick adaptability to new tools and processes.

Responsibilities

• Engage in structured, warm-lead conversations with prospects and coaching during ramp-up.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Tools

AI tools

Job description

Remote Jobs is seeking a remote financial-services associate to engage with warm leads, conduct structured conversations, and participate in coaching while ramping up. No office is required, and training is provided to ensure readiness before performance expectations are set.

The role emphasizes timely follow-up, professional video presence, and quick tool adoption, with opportunities for leadership tracks for high performers.