Build Trust With Families - From Your Desk at Home

Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

Responsibilities

Enroll and support clients who asked for guidance; Serve and grow a portfolio of client relationships; Present work through web presentations

Requirements

Communication that is clear and human; Discipline without a supervisor in the hallway; Openness to a proven process; Interest in benefits conversations, not just "sales energy"

Benefits

Home office; Tools and mentorship; Training and leaders who stay involved; A schedule you can build around real life