Work From Home - Part-Time Client Services Representative

Remote Financial-Services Seat

This is a remote financial-services seat built around warm leads and a training system. If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work:

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided:

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit:

Self-starters who like helping families and can handle a performance environment.

Bad fit:

Anyone who will not take feedback or needs a manager in the room.

Next step is a short Zoom overview. Apply to book it.