Fully Remote - Client Advocacy Lead Trainee

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. Next step is a short Zoom overview. Apply to book it.

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; likes helping families; can handle a performance environment; takes feedback

Benefits

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