Remote Family Benefits Planner

Overview

This is a remote financial-services role focused on structured days, warm-lead conversations, and coaching as you ramp up.

Responsibilities

• Conduct warm-lead conversations with a focus on helping families protect income and plan for the future
• Provide on-time follow-up
• Maintain a clean, professional video presence during conversations
• Learn and use required tools quickly
• Treat clients with respect throughout the process

Requirements

• Ability to follow up consistently and on time
• Clean video presence
• Fast learning on tools
• Respect for the client

Preferred Qualifications

• High performance with openness to coaching and development
• Interest in potentially progressing into leadership responsibilities for high performers

Compensation & Benefits

Not specified.

Location

Remote (no office required).

Interview Process

Zoom interview (details not provided).