22h ago

Remote Client Advisor

Lee's Summit, Missouri

โœจ $50k-$120k / yearest.

full-time Remotefinance

๐Ÿ’ผ About This Role

You'll guide clients through financial protection options using pre-qualified inbound leads. You'll build long-term relationships while earning performance-based income. This role offers flexible remote work with no cold outreach.

๐ŸŽฏ What You'll Do

  • Speak with clients who have requested information
  • Help families understand available benefit options
  • Guide clients through a simple enrollment process
  • Build long-term relationships and client portfolios

๐Ÿ“‹ Requirements

  • Competitive and self-motivated mindset
  • Willing to learn and follow a proven system
  • Coachable and open to training

โœจ Nice to Have

  • Sales experience
  • Leadership interest

๐ŸŽ Benefits & Perks

  • ๐ŸŒ Remote work environment
  • ๐Ÿ“ž Pre-qualified inbound leads (no cold calling)
  • ๐ŸŽ“ Step-by-step training system
  • โฐ Flexible schedule (full-time or part-time)
  • ๐Ÿค Ongoing mentorship and support

๐Ÿ“จ Hiring Process

Estimated timeline: 1-2 weeks ยท AI estimate

  1. 1Quick overview callยท 15 min
  2. 2Interview with recruiterยท 30 min
  3. 3Decision and offerยท 1 week

๐Ÿšฉ Heads Up

  • Vague job title and description
  • Performance-based income with no base salary mentioned
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