Financial Services Associate - Work From Home

Overview

Remote position from home focused on working with warm leads from families. Responsibilities include learning and following a structured system, providing follow-up, and building a reliable book of business.

Responsibilities

• Attend web-conference meetings from home
• Work warm leads with families
• Learn and use the organization’s system
• Conduct meetings and provide plain-language explanations
• Complete follow-up activities
• Keep notes and handle scheduling
• Participate in training and live coaching
• Apply consistency to build and grow your book

Qualifications

• Must be coachable
• Must be consistent
• Ability to stay engaged and responsive even when not under direct supervision

Work Schedule

• Full-time or part-time options available

Training & Support

• Written training plus live coaching
• Advancement opportunities for people who lead their numbers

Interview Process

• Zoom interviews only

Additional Information

• No cold calling