Client Onboarding Specialist - Remote

This is a remote financial-services seat built around warm leads and a training system.If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.
Daily work• Speak with people who asked for information• Map needs to available protection options• Run a simple enrollment flow• Build and service a client list
Provided• Pre-qualified warm leads• Step-by-step onboarding• Remote tools• Flexible hours• Ongoing mentorship
Good fitSelf-starters who like helping families and can handle a performance environment.
Bad fitAnyone who will not take feedback or needs a manager in the room.Next step is a short Zoom overview. Apply to book it.