Remote Insurance Advisor — Client-Focused, Mentored & Trained

Remote; San Francisco (CA); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Qualified leads

Advancement based on performance

Full training and mentorship

Modern tools

Web-conference presentations from home

Job summary

Remote is offering a work-from-home client-facing financial-services role that protects families. Your day revolves around virtual consultations, needs conversations, follow-ups, and light admin—notes, scheduling, and keeping the pipeline clean.

Interviews are on Zoom. The role includes incentives such as no cold calling, qualified leads, advancement based on performance, full training and mentorship, modern tools, and web-conference presentations from home.

Qualifications

• Willingness to be trained
• Dependable and adaptable
• Strong client-facing communication skills

Responsibilities

• Conduct virtual consultations with clients
• Engage in needs conversations and follow-up
• Handle light admin tasks such as notes and scheduling
• Maintain a clean and organized sales pipeline

Job description

Remote is offering a work-from-home client-facing financial-services role that protects families. Your day revolves around virtual consultations, needs conversations, follow-ups, and light admin—notes, scheduling, and keeping the pipeline clean.

Interviews are on Zoom. The role includes incentives such as no cold calling, qualified leads, advancement based on performance, full training and mentorship, modern tools, and web-conference presentations from home.