Remote Client Success Representative

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 fit Self-starters who like helping families and can handle a performance environment. Bad fit Anyone who will not take feedback or needs a manager in the room. Next step is a short Zoom overview.