Quick overview
SeniorityMid Senior
Employment typeRemote
Work modeRemote
LocationLincoln, United States
CRMCold CallingZoom
Job description
Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.
Admin is part of the job: notes, appointments, CRM hygiene.
What comes with the seat
• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home
Traits that work here
Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.
If that is your default setting, apply. Interviews on Zoom.
Similar jobs
- WF
Financial Services Managing Director / Branch Development LeaderRecently posted Auto Apply
WealthBridge Financial Group · Elmont, New York · Hybrid 🇺🇸
Digital MarketingBusiness DevelopmentFinanceSalary not listed - WF
Financial Services Managing Director / Branch Development LeaderRecently posted Auto Apply
WealthBridge Financial Group · Melville, New York · Hybrid 🇺🇸
Digital MarketingBusiness DevelopmentFinanceSalary not listed - WF
Financial Services Managing Director / Branch Development LeaderRecently posted Auto Apply
WealthBridge Financial Group · Atlantic City, New Jersey · Hybrid 🇺🇸
Digital MarketingBusiness DevelopmentFinanceSalary not listed - WF
Financial Services Managing Director / Branch Development LeaderRecently posted Auto Apply
WealthBridge Financial Group · Red Bank, New Jersey · Hybrid 🇺🇸
Digital MarketingBusiness DevelopmentFinanceSalary not listed - WF
Financial Services Managing Director / Branch Development LeaderRecently posted Auto Apply
WealthBridge Financial Group · Morristown, New Jersey · Hybrid 🇺🇸
Digital MarketingBusiness DevelopmentFinanceSalary not listed - WF
Financial Services Managing Director / Branch Development LeaderRecently posted Auto Apply
WealthBridge Financial Group · Hoboken, New Jersey · Hybrid 🇺🇸
Digital MarketingBusiness DevelopmentFinanceSalary not listed - RI
Assistant Portfolio Manager - San Fernando ValleyRecently posted Auto Apply
Rexford Industrial · Los Angeles · Hybrid 🇺🇸
Administrative$31 - $38/hr - MA
Wealth Advisor (Newport Beach, CA)Recently posted Auto Apply
Mercer Advisors · Newport Beach · Hybrid 🇺🇸
OnboardingMicrosoft ExcelMicrosoft Office+8Finance$145k/yr - HM
Financial Advisor (Hybrid)Recently posted Auto Apply
Horace Mann · Cherry Hill · Hybrid 🇺🇸
FinanceSalary not listed - FN
Branch BankerRecently posted Auto Apply
First National Bank of America · East Lansing · Hybrid 🇺🇸
CornerstoneFinanceSalary not listed - NI
Financial CounselorRecently posted Auto Apply
Niramedical · Remote · Remote 🇺🇸
EHRHIPAAICD-10+2FinanceSalary not listed - WA
Wealth AdvisorRecently posted Auto Apply
Waverly Advisors, LLC · St. Petersburg · Hybrid 🇺🇸
CFACRMCompliance+1FinanceSalary not listed