Quick overview
SeniorityMid Senior
Employment typeRemote
Work modeRemote
LocationLivonia, United States
OnboardingZoom
Job description
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.
Similar jobs
- SP

Financial/Registration CounselorRecently posted Auto Apply
Surgery Partners · Hurst · Hybrid 🇺🇸
Background ChecksComplianceSchedulingFinanceSalary not listed - BA

Banker IRecently posted Auto Apply
Bannerbank · Coos Bay · On-site 🇺🇸
FinanceSalary not listed - AO
Remote Needs Analysis SpecialistRecently posted Auto Apply
Aogarciaagency · Wahpeton · Remote 🇺🇸
OnboardingZoomSalary not listed - AO
Remote Financial Services RepresentativeRecently posted Auto Apply
Aogarciaagency · Henderson · Remote 🇺🇸
OnboardingZoomFinanceSalary not listed - AO
Remote Protection Planning AdvisorRecently posted Auto Apply
Aogarciaagency · Bozeman · Remote 🇺🇸
OnboardingZoomSalary not listed - AO
Virtual Client Portfolio AdvisorRecently posted Auto Apply
Aogarciaagency · Lee's Summit · Remote 🇺🇸
OnboardingZoomSalary not listed - AO
Remote Needs Analysis SpecialistRecently posted Auto Apply
Aogarciaagency · Decatur · Remote 🇺🇸
OnboardingZoomSalary not listed - FC

Director - Wealth Advisor Auto Apply
Freestone Capital Management · San Francisco · Hybrid 🇺🇸
Microsoft ExcelMicrosoft WordMicrosoft PowerPoint+3FinanceSalary not listed - EC

Personal Banker Auto Apply
Elevations Credit Union · Boulder · Hybrid 🇺🇸
Microsoft ExcelMicrosoft WordContinuous Improvement+1FinanceSalary not listed - KP

Automotive Finance (F&I) Consultant Auto Apply
Kpaonline · San Francisco · Remote 🇺🇸
ComplianceRisk ManagementAutomotive$85k - $95k/yr - AW

Associate Wealth Manager - Whitefish Bay, WI Auto Apply
Annex Wealth Management · Whitefish Bay · Hybrid 🇺🇸
CRMComplianceFinancial Reporting+4FinanceSalary not listed - AO
Remote Protection Planning AdvisorRecently posted Auto Apply
Aogarciaagency · Essex Junction · Remote 🇺🇸
Cold CallingZoomSalary not listed