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Financial Services Associate - Work From Home

AogarciaagencyDover🇺🇸United States

Quick overview

SeniorityMid Senior
Employment typeRemote
Work modeRemote
LocationDover, 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.

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