Note: The job is a remote job and is open to candidates in USA. AO - Anebo (A-Team) Agency is seeking professionals for a remote opportunity in the financial services industry. The role focuses on conducting virtual client consultations, assessing financial needs, presenting solutions, cultivating client relationships, and completing related administrative tasks.
Responsibilities
- Conducting virtual consultations with clients
- Assessing clients’ needs and imparting knowledge on solutions
- Cultivating lasting client relationships through consistent, periodic check-ins
- Completing related administrative tasks (like note taking, appointment setting, etc.) as needed
Skills
- Passionate
- Competitive
- Motivated
- Dependable
- Hardworking
- Adaptable
- Flexible, Trainable
Benefits
- Work from home with a flexible schedule
- No cold calling
- Qualified lead program
- Advancement based on performance
- Weekly pay
- Mentorship and complete training
- Industry-leading tools and technology access
- Web conference-based presentations
Company Overview