💼 About This Role

You'll build strong client relationships in a fully remote environment, providing personalized guidance on financial wellbeing solutions. Your core impact is helping individuals make informed decisions through consultative conversations. This role offers structured mentorship and clear advancement opportunities.

🎯 What You'll Do

• Build and maintain client relationships through professional communication.
• Conduct consultative conversations to understand and address client needs.
• Simplify complex information into accessible guidance for clients.
• Manage daily activities independently while aligning with team goals.

📋 Requirements

• Strong communication and interpersonal skills for virtual environments.
• Customer-focused mindset with client service or relationship management experience.
• Self-motivated and organized for independent remote work.
• Legal authorization to work in the United States.

✨ Nice to Have

• Experience in sales or engagement roles.
• Familiarity with virtual communication tools like Zoom.
• Adaptability in fast-paced environments.

🎁 Benefits & Perks

• 🏠 100% remote work environment.
• 🕒 Flexible scheduling for work-life balance.
• 📚 Comprehensive training and ongoing mentorship.
• 📈 Clear advancement opportunities into leadership.
• 💰 Residual income through vested renewals.

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Offer· 1 week