Financial Services Associate - Work From Home

Overview

Work from home supporting families by working warm leads. This role includes learning a defined system, building a book of business, and participating in coaching and training.

Responsibilities

• Attend web-conference meetings from home
• Work warm leads with families
• Learn and follow a system
• Participate in plain-language explanations and training
• Conduct meetings, follow-up, and maintain notes and scheduling
• Stay consistent and complete assigned steps

Requirements

• Coachable and willing to learn
• Consistent follow-through
• Ability to engage in interview process via Zoom

Compensation & Benefits

• Full-time or part-time options
• No cold calling
• Written training plus live coaching
• Advancement opportunities for people who lead their numbers

Location

Work from home (remote).

Interview Process

• Zoom interviews only.