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About the Role
This is a remote financial-services role focused on helping families protect their income and future. The role offers structured days, warm-lead conversations, and coaching during the ramp-up period. High performers have the opportunity for a leadership track.
Responsibilities
- Engage in warm-lead conversations with potential clients.
- Follow up on leads in a timely manner.
Requirements
- Maintain a clean video presence.
- Demonstrate fast learning on tools.
- Show respect for the client.
Location
- Remote
Work Type
- Remote
- Full-time
Benefits
- Coaching while you ramp.
- Training provided before performance expectations.
- Warm leads provided.
About the Company
- We help families protect income and future.