Fully Remote - Client Needs Navigator

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Responsibilities

Hold warm-lead conversations with people who already requested contact; Help families protect income and future

Requirements

On-time follow-up; Clean video presence; Fast learning on tools; Respect for the client

Benefits

Home base, no office required; Training before performance is expected; Coaching while ramping up; Leadership track for high performers