Client Engagement Representative Work From Home
Remote
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At a glance
- Education
- Master's
- Benefits mentioned
- Flexible hours
About the role
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.
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