Financial Services Associate - Work From Home

Overview

Client-facing role within financial services with fully remote work. You will be paired with a growing team, provided tools and mentorship, and expected to enroll and support clients who request guidance.

Responsibilities

• Enroll and support clients who ask for help and guidance
• Deliver web-based presentations from a home office setup
• Engage in benefits-related conversations with clients
• Follow a proven process to support client needs over time (ongoing portfolio service, not one-off calls)

Requirements

• Clear and human communication
• Discipline and ability to work independently without direct supervision
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”

Location

Fully remote. Home office required for web presentations.