Key responsibilities include connecting with prospective clients and educating families on financial strategies such as life insurance protection, debt management, and retirement planning. Representatives will conduct appointments virtually or in-person and must follow a structured training system while tracking activity and client follow-ups.
Prodigy Solutions Inc
3 Remote Job Openings at Prodigy Solutions Inc
Key responsibilities include connecting with new clients and educating families on available financial solutions through running appointments. Representatives must follow a proven system and diligently track their activity and results.
Key responsibilities involve connecting with new clients and educating families on available financial solutions through scheduled appointments. Representatives must follow a proven system and diligently track their activity and results.
