Remote Financial Wellness Advisor

Remote Jobs; Tucson (AZ); Remote; USD 50,000 - 75,000; 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 a self-motivated assistant for a remote financial-services role built around coaching and a steady stream of warm leads. You will be coached to grow into a long-term career, with ongoing mentorship and flexible hours. If you dislike conversations, this may not be for you.

You will speak with interested individuals, map their protection needs, guide enrollment, and manage a client list. We provide onboarding and remote tools to support success.

Qualifications

• Ability to speak with people who requested information.
• Comfort mapping needs to available protection options.
• Ability to run a simple enrollment flow.
• Ability to build and service a client list.

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

Warm leads

Communication

Coachable

Job description

Remote Jobs is seeking a self-motivated assistant for a remote financial-services role built around coaching and a steady stream of warm leads. You will be coached to grow into a long-term career, with ongoing mentorship and flexible hours. If you dislike conversations, this may not be for you.

You will speak with interested individuals, map their protection needs, guide enrollment, and manage a client list. We provide onboarding and remote tools to support success.