22h ago
Remote Client Advisor
Lee's Summit, Missouri
โจ $50k-$120k / yearest.
full-time Remotefinance
๐ผ 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.
๐ฏ 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
๐ Requirements
- Competitive and self-motivated mindset
- Willing to learn and follow a proven system
- Coachable and open to training
โจ Nice to Have
- Sales experience
- Leadership interest
๐ Benefits & Perks
- ๐ Remote work environment
- ๐ Pre-qualified inbound leads (no cold calling)
- ๐ Step-by-step training system
- โฐ Flexible schedule (full-time or part-time)
- ๐ค Ongoing mentorship and support
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Quick overview callยท 15 min
- 2Interview with recruiterยท 30 min
- 3Decision and offerยท 1 week
๐ฉ Heads Up
- Vague job title and description
- Performance-based income with no base salary mentioned
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