Remote Financial Protection Advisor
We are seeking motivated individuals who are passionate about helping families and individuals achieve financial security. In this remote role, you'll have the opportunity to make a meaningful impact by providing personalized solutions to protect the financial future of clients across the U.S.
Key Responsibilities:
- Conduct virtual consultations with clients to assess their financial needs and provide tailored solutions
- Build long-term relationships by delivering exceptional service and ongoing support
- Guide clients through the application process and ensure a smooth, positive experience
- Maintain detailed records of client interactions and stay up-to-date with industry guidelines
- Collaborate with a supportive team to achieve success and deliver on company goals
Qualifications:
- Strong communication and interpersonal skills
- Ability to connect with clients and build rapport
- Detail-oriented with excellent organizational skills
- Comfortable with technology and virtual tools
- Prior experience in customer service or sales is a plus, but not required
What We Offer:
- 100% remote work with flexible scheduling
- Competitive compensation structure with uncapped earnings potential
- Warm leads provided—no cold calling
- Comprehensive training and mentorship
- Performance bonuses, health insurance reimbursement, and retirement benefits
Requirements:
- U.S. residency and work authorization
- Own a cell phone and a Windows laptop/computer
If you're ready to grow your career, help protect families' futures, and enjoy a flexible, remote work environment, we'd love to hear from you!
United States
