What This Role Is
Not a cold-calling job; families reach out first, and it is remote and full time. You work warm leads, review wealth management options, and help families with recommendations for their needs by phone.
This role fits an organized person who keeps notes tidy and follows up on time. You are comfortable on the phone and want performance based pay. It is not for you if tracking details feels like a chore. We provide training and support, and pay is performance based, so strong results steadily raise what you earn.
Day to Day
Phone families who asked to review their coverage options.
Learn about each household's budget and coverage priorities before suggesting options.
Go over the available plans so each family understands the differences.
Guide families in weighing their options before they decide.
Submit each application accurately and confirm the details with families.
Maintain your daily schedule and follow up on time.
Qualifications
Confident talking with new people on the phone daily.
A good listener even during longer or more detailed calls.
Detail oriented and careful about keeping clear and accurate records.
Goal oriented and happy to be rewarded for real results.
Reliable internet and steady attendance during business hours.
Willing to learn and glad to follow the training we provide.
What's Offered
Fully remote role with no commute and no dress code.
Steady warm leads so every conversation starts with real interest.
Training provided at no cost to you, plus regular feedback to help you improve.
Pay based on results and clear targets to work toward.
Room to grow and a role you can build a career on.
Predictable full-time hours that help you keep a healthy balance.