Client Relations Associate - Remote

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.

Responsibilities

Speak with people who asked for information; Map needs to available protection options; Run a simple enrollment flow; Build and service a client list

Requirements

Competitive; willing to be coached; self-starter; able to handle a performance environment; willing to take feedback

Nice to have

Enjoys helping families

Benefits

Pre-qualified warm leads; Step-by-step onboarding; Remote tools; Flexible hours; Ongoing mentorship