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Job Description & How to Apply Below
As a Client Needs Specialist, you will speak with people requesting information and connect their needs with available protection options. The work includes enrollment, client-list development, and ongoing service. Pre-qualified warm leads, remote tools, onboarding, and mentorship are provided.
Key Responsibilities:
Speak with people who requested information
Map client needs to available protection options
Run the simple enrollment flow
Build and service a client list
Requirements:
Self-starter comfortable working remotely
Competitive attitude and willingness to be coached
Ability to help families through conversations
Openness to feedback and ongoing mentorship
Ability to work without a manager present
Use warm leads, client conversations, and enrollment skills to support families through remote financial-services work.
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(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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