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- Employment type
- Full-time
- Experience level
- Entry, Junior · 0+ years
- Posting language
- English
- Working hours
- 40 hours per week
Job summary
Enroll and support clients who have requested guidance, using web presentations and an established process. Build and maintain an ongoing portfolio of clients.
Job details
Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal 1. Home office. Web presentations. 2. Work that matters to families. 3. Training and leaders who stay involved. 4. A schedule you can build around real life. 5. A portfolio you keep serving — not a stack of one-off calls. Requirements • Communication that is clear and human • Discipline without a supervisor in the hallway • Openness to a proven process • Interest in benefits conversations, not just “sales energy” Apply today. We outline the role on Zoom so you can decide if it is actually a fit. \n \n
What you’ll do
Enroll and support clients who have requested guidance, using web presentations and an established process. Build and maintain an ongoing portfolio of clients.
Requirements
Communicate clearly and naturally, work independently with discipline, and be open to following a proven process. Show interest in discussing benefits with clients.
Listed skills
- Clear Communication · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Clear Communication
- Self-Discipline
- Client Enrollment
- Client Support
- Benefits Conversations
- Web Presentations
- Following Established Processes
- Zoom (Video Conferencing Tool)
- Communication
- Sales
- Financial Services
- Mentorship
- Presentations
Job areas
- Sales
- Customer Service & Support
- Finance & Accounting
- Member Advocate
- Sales Support Representative
- Shop Sales Assistants
- Retail Salespersons
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