Client Onboarding Specialist - Remote

This is a remote financial-services seat built around warm leads and a training system. If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not. Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list Provided
• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship Good fit Self-starters who like helping families and can handle a performance environment. Bad fit Anyone who will not take feedback or needs a manager in the room. Next step is a short Zoom overview. Apply to book it.