Stop Building Someone Else's Dream - Remote Opportunity

Ao Ds

Montgomery, ,
On-site
Virtual consultations with clients
Assessing clients' needs
Cultivating lasting client relationships
In this role, you will assume a vital position in securing families’ financial well-being

Job Summary

  • In this role, you will assume a vital position in securing families’ financial well-being.
  • Typical day-to-day tasks include conducting virtual consultations with clients, assessing clients’ needs and imparting knowledge on solutions, and cultivating lasting client relationships through consistent, periodic check-ins.
  • Incentives include a qualified lead program, advancement based on performance, weekly pay, mentorship and complete training, and industry leading tools and technology access.

Matching Summary

In this role, you will assume a vital position in securing families’ financial well-being.

Skills & Requirements

Must-have

  • virtual consultations with clients
  • assessing clients' needs
  • cultivating lasting client relationships
  • completing administrative tasks
  • work from home
  • web conference-based presentations

Nice-to-have

  • passionate
  • competitive
  • motivated
  • dependable
  • hardworking
  • adaptable
  • flexible
  • trainable

Key Requirements

  • No cold calling

Work Rights

Not specified

Tailored Resume

Cover Letter