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The advisor is responsible for conducting web-conference meetings with families to explain financial concepts and manage warm leads. Daily tasks include follow-up communication, maintaining accurate notes, and managing a personal schedule.
Work from home. Work warm leads with families. Learn a system. Build a book.
That is the job in one line.
Included
• Web-conference meetings from home
• Full-time or part-time options
• No cold calling
• Written training plus live coaching
• Advancement for people who lead their numbers
Your day
Meetings. Plain-language explanations. Follow-up. Notes and scheduling.
Apply if you are coachable and consistent. Skip it if you disappear when nobody is watching.
Zoom interviews only.
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