Work from home with warm leads, web-conference meetings, and plain-language client explanations. Build a book through follow-up, notes, and scheduling.

As a Client Relations Representative, you will work with families using a provided system. The role offers full-time or part time options and does not involve cold calling. Written training and live coaching support the work. Daily activities include meetings, explanations, follow-up, notes, and scheduling. Advancement is available for people who lead their numbers.

Key Responsibilities:

• Work warm leads with families from home
• Attend web-conference meetings with clients
• Provide plain-language explanations during meetings
• Complete follow-up, notes, and scheduling
• Learn the provided system and build a book

Requirements:

• Availability for full-time or part-time work
• Ability to work from home
• Willingness to learn a system
• Participation in written training and live coaching
• Ability to attend Zoom interviews only

Build client relationships remotely through warm leads, clear explanations, consistent follow-up, and organized scheduling.