Virtual Client Portfolio Advisor [Remote]
ouraocentral.com
Knoxville, TN
- Remote job
Change of pace without leaving your living room.
You guide clients who already asked for help, explain options, and stay connected as their resource. Training and mentorship are included.
Perks
• 100% work from home via web conference
• Flexible full-time or part-time hours
• No cold calling
• Structured training and coaching
• Advancement for people who lead
A typical day
• Virtual meetings with families
• Explaining benefits in plain language
• Follow-up so relationships do not go cold
• Light admin: notes, scheduling, CRM
Ideal if you are coachable, dependable, people-focused, and comfortable on camera.
Apply for a Zoom overview.
Vacancy posted 1 hour ago
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