Remote Client Success Representative

Lever

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.

#J-18808-Ljbffr

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Vacancy posted 1 day ago

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