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You will be coached to develop client relationships, enroll families, and establish a trusted advisory presence. The role emphasizes performance, feedback, and ongoing mentorship in a flexible, long-term career track.
Next steps include a short Zoom overview to align expectations and onboarding.
This is a remote financial-services seat built around warm leads and a training system.
If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.
Self-starters who like helping families and can handle a performance environment.
Anyone who will not take feedback or needs a manager in the room.
Next step is a short Zoom overview.