Remote Wealth Coach: Empower Clients & Build Wealth

Melius Consulting; Los Angeles (CA); Remote; USD 40,000 - 80,000; Full time

Benefits offered by this job

Study materials

Remote & hybrid work options

Online tools and training

Personalized scheduling

Weekly training

Career advancement

Job summary

Melius Consulting is seeking Agents to serve as a key contact, providing financial education and support to clients to reach their goals. No prior financial industry experience is required, as training is provided by expert leadership.

Agents educate on wealth-building,insurance, retirement, savings and estate planning, tailoring futures for individuals and business owners. Remote & hybrid work options are available and advancement is based on performance.

Qualifications

• Ambition & drive to make a positive impact in the community.
• Customer service and/or management experience.
• Ability to pass a background check.
• Ability to pass a state licensing exam.
• Age 18 or older and U.S. citizenship.
• Computer with a camera.

Responsibilities

• Assist and educate clients with both consumer and small business solutions and strategies while helping them navigate their unique life.
• Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adhere to established processes, laws, and guidelines in performing day-to-day activities, such as submitting policies and account maintenance
• Manage client interactions by taking the best course of action for them at all times while abiding by all regulatory requirements

Skills

Ambition & drive

Customer service

Management experience

Background check

State licensing exam

U.S. citizenship

Computer with a camera

Job description

Melius Consulting is seeking Agents to serve as a key contact, providing financial education and support to clients to reach their goals. No prior financial industry experience is required, as training is provided by expert leadership.

Agents educate on wealth-building,insurance, retirement, savings and estate planning, tailoring futures for individuals and business owners. Remote & hybrid work options are available and advancement is based on performance.