Note: The job is a remote job and is open to candidates in USA. FBSPL is hiring a remote financial programs consulting team member to speak with families who have requested guidance on protecting household income. The role involves conducting phone consultations, explaining suitable programs, documenting applications accurately, following up with households, and reviewing performance with a mentor.
Responsibilities
- Confirm the day ahead, review each household file, and prepare specific questions before the first conversation begins
- Guide families through what happens if an income earner is suddenly gone, using their own numbers
- Compare two or three suitable programs aloud, being straightforward about what each one does and does not do
- Record accurate details during the application so the processing team is not chasing you for corrections later
- Build a callback list each afternoon and honour every promised time, even when the answer will be no
- Review your week with a mentor, identifying which conversations stalled and what you would say differently
Skills
- You have a calm phone manner and can carry a serious conversation about difficult subjects respectfully
- You accept that some weeks are quieter than others and you keep working through them anyway
- You prefer measurable results over vague duties, and you are comfortable being judged on what you produce
- You are dependable with small commitments, because a missed callback quietly ends most household relationships permanently
- You can work independently from home without needing a manager physically nearby to keep momentum going
- You are open to coaching and can take direct feedback on a recorded call without becoming defensive
Benefits
- Full onboarding covering the products, compliance basics, phone technique, and the software you will use daily.
- Requests from interested households routed to your calendar so your effort concentrates on the conversation itself.
- Regular mentorship from consultants who still take calls themselves and understand what the day really involves.
- A remote setup with genuine schedule flexibility once you have established a consistent block of calling hours.
- Continuing education support and access to advanced training as your product knowledge and confidence deepen.
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