Remote Financial Services Consultant

Overview

This is a client-facing, fully remote role within financial services. You will be paired with a growing team, provided tools and mentorship, and expected to enroll and support clients who are seeking guidance.

Responsibilities

• Enroll and support clients who ask for guidance
• Deliver web-based presentations to clients
• Participate in a proven process for client support and portfolio service
• Maintain ongoing service to a portfolio of clients (not one-off calls)

Requirements

• Clear, human communication
• Discipline and self-direction while working without direct supervision
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”

Location

• Fully remote

Compensation & Benefits

• Not specified in the provided description