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About the Role
This role involves supporting clients in the financial services industry, offering guidance and building relationships. You will be part of a growing team with access to tools and mentorship.
Responsibilities
- Enroll and support clients seeking guidance
- Conduct web presentations
- Serve an existing client portfolio
Requirements
- Clear and human communication skills
- Self-discipline and autonomy
- Openness to a proven process
- Interest in benefits discussions
Location
- Remote
Work Type
- Fully remote
- Home office
Benefits
- Training
- Mentorship
- Flexible schedule
About the Company
- Financial services company