Client Needs Advisor - Remote

Job description

Client Needs Advisor - Remote Work from home in a client-facing financial-services role that protects families. Your day is virtual consultations, needs conversations, follow-up, and light admin notes, scheduling, keeping the pipeline clean. Incentives No cold calling Qualified-interest leads Advancement based on performance Full training and mentorship Modern tools Web-conference presentations from home We want people who are passionate, competitive, dependable, adaptable, and willing to be tr…