Virtual - Client Portfolio Specialist

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.