Remote Client Enrollment Advisor

Job summary

The advisor is responsible for managing warm leads through web-conference meetings and providing clear explanations to families. Daily tasks include follow-up, maintaining accurate notes, and managing scheduling.

Job details

Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included • Web-conference meetings from home • Full-time or part-time options • No cold calling • Written training plus live coaching • Advancement for people who lead their numbers Your day Meetings. Plain-language explanations. Follow-up. Notes and scheduling. Apply if you are coachable and consistent. Skip it if you disappear when nobody is watching. Zoom interviews only. \n \n

What you’ll do

The advisor is responsible for managing warm leads through web-conference meetings and providing clear explanations to families. Daily tasks include follow-up, maintaining accurate notes, and managing scheduling.

Requirements

Candidates must be coachable, consistent, and capable of working independently without direct supervision. The role requires the ability to learn a specific system and build a book of business.

Benefits

• Remote work
• Full-time or part-time options
• Training
• Coaching

Listed skills

• Communication · Preferred
• scheduling · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client enrollment
• Communication
• Scheduling
• Note taking
• Coachable
• Consistency
• Lead management
• Zoom (Video Conferencing Tool)
• Cold Calling
• Consulting
• Sales
• Lead Management
• Coaching

Job areas

• Sales
• Customer Service & Support
• Consulting
• Administrative
• Enrollment Advisor
• Sales Advisor
• Commercial Sales Representatives
• Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

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