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The role involves conducting virtual consultations with warm leads to customize financial and protection plans based on client needs. Responsibilities also include maintaining long-term client relationships, performing annual account reviews, and managing administrative documentation.
We are seeking an ambitious, motivated, and highly organized individual to join our growing team. In this role, you will consult virtually with individuals and families who have requested information about our long-term financial and family protection plans. If you are a strong communicator who thinks like an entrepreneur and thrives in a team environment, this role offers comprehensive paid training to set you up for success.
No cold calling is required; you will only interact with warm leads who have initiated contact to request more information about our programs.
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