Client Concierge Representative - Work From 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.

The deal

- Home office. Web presentations.
- Work that matters to families.
- Training and leaders who stay involved.
- A schedule you can build around real life.
- A portfolio you keep serving — not a stack of one-off calls.

Apply today. We outline the role on Zoom so you can decide if it is actually a fit.

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”