Quick overview
SeniorityMid Senior
Employment typeRemote
Work modeRemote
LocationPrattville, United States
Posted5 days ago
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
- MA

Senior Wealth Advisor (Orange County)New Auto Apply
Mercer Advisors · Irvine · Hybrid 🇺🇸
CFACompliancePortfolio Management+1FinanceSalary not listed18 hours ago - AF

Associate AdvisorNew Auto Apply
Allworth Financial · Dallas · Hybrid 🇺🇸
401kSalary not listed23 hours ago - SI

Vice President - Investment Advisors Auto Apply
Sands Investment Group · Baltimore · Hybrid 🇺🇸
CRMDue DiligenceFinancial Analysis+1FinanceSalary not listed2 months ago - SI

Capital Markets Advisor Auto Apply
Sands Investment Group · Fort Lauderdale · Hybrid 🇺🇸
UnderwritingWaterfallSalary not listed5 months ago - SI

Capital Markets Advisor Auto Apply
Sands Investment Group · Atlanta · Hybrid 🇺🇸
UnderwritingWaterfallSalary not listed5 months ago - OC

Virtual Banker - Onsite Auto Apply
OneAZ Credit Union · 2355 W Pinnacle Peak Rd · Hybrid 🇺🇸
OnboardingCall CenterCompliance+2Finance$21 - $26/hr3 days ago - PG

Retirement Plan Consultant & Advisor Auto Apply
Patriot Growth Insurance Services, LLC · Nebraska · Hybrid 🇺🇸
Talent AcquisitionMicrosoft OfficeCRM+7Salary not listed1 week ago - OC

Wealth Advisor Auto Apply
OneAZ Credit Union · 16600 N Scottsdale Rd · Hybrid 🇺🇸
CRMComplianceFinancial AnalysisFinanceSalary not listed2 weeks ago - OC

Personal Banker I Auto Apply
OneAZ Credit Union · 280 W Main St. Safford · Hybrid 🇺🇸
ComplianceOutreachUnderwritingFinanceSalary not listed3 weeks ago - LT
Vice President - Financial Planning & Analysis Auto Apply
LTS · United States - Remote · Remote 🇺🇸
BudgetingCPAERP+6FinanceSalary not listed4 weeks ago - FW

Private Banker INew Auto Apply
First Western · Aspen · Hybrid 🇺🇸
OnboardingMicrosoft OfficeCompliance+1FinanceSalary not listed2 days ago - FW

Private Banker I Auto Apply
First Western · Jackson · Hybrid 🇺🇸
OnboardingMicrosoft OfficeCompliance+1FinanceSalary not listed4 days ago