Client Planning Specialist

Position: Client Benefits Planning Specialist
Guide clients through benefits conversations as a client-facing Protection Planning Representative in fully remote financial services. Use web presentations and human communication.
You will work with clients who asked for guidance, helping enroll and support them through ongoing service. The growing team provides tools, mentorship, and leaders who remain involved. A proven process shapes client conversations and support.

Key Responsibilities:

Conduct web presentations for clients seeking guidance
Enroll clients in requested financial services
Provide continuing support across a retained portfolio
Discuss benefits with clients clearly and humanely
Work from a home office
Requirements:
Clear, human communication style
Self-discipline without direct hallway supervision
Willingness to adopt a proven process
Interest in benefits-focused client conversations
Comfort supporting clients beyond one-off calls
Apply communication, discipline, and benefits conversation skills while supporting clients through remote financial protection planning.