Protection Planning Specialist - Remote

Overview

Remote financial-services role with structured days, warm-lead conversations, and coaching while you ramp.

Responsibilities

• Conduct warm-lead conversations with prospective clients
• Follow up with leads on time
• Maintain a clean, professional video presence during conversations/interviews
• Learn and use required tools quickly to support day-to-day work
• Respect the client throughout the process

Requirements

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client

Preferred Qualifications

• High performers may be considered for a leadership track

Compensation & Benefits

• Not specified

Location

Remote (no office required)

Interview Process

• Zoom interview

Application

• Apply now