Virtual - Client Portfolio Specialist

Remote seat on a team that helps families understand and set up protection options.

Flexible hours. Mentorship. Clear expectations.

Offer

1. Purpose with a process — not vague “help people.”

2. Work from home.

3. A growth path if the numbers and the attitude are there.

4. Coaching instead of sink-or-swim.

5. Honest conversations only. No pressure theater.

Bring

• Communication skill

• Self-management

• Team habits

• A spine — integrity is not optional

Apply if you want the remote track and you will do the work. Interviews on Zoom.