Work From Home - Client Portfolio Associate

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.Admin is part of the job: notes, appointments, CRM hygiene.
What comes with the seat• No cold calling• Qualified-interest pipeline• Performance-based advancement• Full training• Current tech stack• Work from home
Traits that work hereDriven. Trainable. Dependable. Comfortable competing. Fine with a camera.If that is your default setting, apply. Interviews on Zoom.