Skip to main content

About the role

Remote Financial-Services SeatThis 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.

Matching similar jobs

JOB OVERVIEW

Experience level

Junior

Location

Cedar Rapids, IA

Occupation

Personal Financial Advisors

Industry

Other Individual and Family Services

Posted

2 days ago

Tired of running searches?

Rank the roles you'd take once, and matches like these arrive on their own.

CREATE PROFILE (opens in a new tab)