via Lever.co
$55K - 75K a year
Communicate with warm leads to map needs to protection options and manage enrollment process while building and maintaining client lists.
Self-starter, competitive, coachable, able to work in a performance-driven environment and engage in client conversations.
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. Apply to book it. \n \n
This job posting was last updated on 10/5/2026