Build a work-from-home career in financial services by guiding qualified-interest prospects through options and ongoing relationship support. Full training is provided.
As an entry-level Financial Services Associate, you will work as a virtual consultant for people already showing interest. You will assess their needs, teach options, and continue the relationship after the first meeting. Administrative accuracy is essential.
Key Responsibilities: Consult virtually with qualified-interest prospects
Assess needs and explain financial options
Support relationships beyond initial meetings
Schedule appointments and document conversations
Keep CRM records clean and current
Requirements: Ability to work from home
Driven and dependable working style
Trainable approach to full instruction
Comfortable competing professionally
Comfort using a camera during virtual interactions
Bring dependable administration and virtual communication skills to a trained financial services path without cold calling.

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📌 Work From Home Financial Associate (New Brunswick)
🏢 - AO / Globe Life
📍 New Brunswick