Remote Financial Services Client Advocate

Remote Jobs; Madison (MS); A distancia; USD 45.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Descripción de la vacante

Remote Jobs is seeking a self-motivated professional for a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career with mentorship and flexible hours.

Daily work includes speaking with information-seeking individuals, mapping needs for protection options, running enrollment flows, and building a client list. We provide pre-qualified warm leads, onboarding, remote tools, and ongoing guidance.

Formación

• Speak with people who asked for information.
• Self-starter who likes helping families in a performance environment.

Responsabilidades

• Speak with people who asked for information.
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Conocimientos

Communication

Descripción del empleo

Remote Jobs is seeking a self-motivated professional for a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career with mentorship and flexible hours.

Daily work includes speaking with information-seeking individuals, mapping needs for protection options, running enrollment flows, and building a client list. We provide pre-qualified warm leads, onboarding, remote tools, and ongoing guidance.