Client Relationship Consultant - Remote

Overview

In this role, you will assume a vital position in securing families’ financial well-being through virtual consultations and relationship building with clients.

In Short

• Conduct virtual consultations with clients.
• Assess clients’ needs and provide knowledge on solutions.
• Cultivate lasting client relationships through periodic check-ins.
• Complete administrative tasks as needed.
• No cold calling involved.
• Access to a qualified lead program.
• Incentives including conventions and trips.
• Weekly advances and bonuses available.
• Benefits include health and life insurance.
• Work from home with industry-leading tools.

Requirements

• Passionate and competitive mindset.
• Dependable and hardworking.
• Adaptable and flexible.
• Trainable and motivated.
• Open to candidates from various backgrounds.

Benefits

• Lifetime renewals.
• Union backed contract.
• Complete training and mentorship provided.
• Access to industry-leading tools and technology.