Virtual Financial Advisor & Client Growth Specialist

Rozgoo; Chelsea (MA, MI); Remote; USD 60,000 - 100,000; Full time

Job summary

Rozgoo seeks a results-driven financial consultant to build a durable home-based business backed by a major financial organization. You will engage clients via video calls, assess their financial goals, and present tailored protective options.

In this remote role, you will conduct virtual consultations, map client requirements, design clear plan proposals, and provide ongoing support to ensure long-term financial wellness and client satisfaction.

Responsibilities

• Drive new business through proactive outreach and community networking.
• Conduct virtual consultations to map out client financial requirements.
• Design and deliver clear, benefit-focused plan proposals.

Job description

Rozgoo seeks a results-driven financial consultant to build a durable home-based business backed by a major financial organization. You will engage clients via video calls, assess their financial goals, and present tailored protective options.

In this remote role, you will conduct virtual consultations, map client requirements, design clear plan proposals, and provide ongoing support to ensure long-term financial wellness and client satisfaction.