Posted 3 days ago

Remote Client Consultation Specialist

Jersey CityRemote

AI Summary

Handles warm-lead conversations and enrollment in financial services from a remote, part-time position, coaching clients while learning the tools.

About this role

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up

• Clean video presence

• Fast learning on tools

• Respect for the client

Apply now. Zoom interview.

CRMEnrollment ProcessesFinancial Services ProductsFollow-up TrackingLead ManagementVideo ConferencingZoom