Work remotely with warm leads as a Advantages Education Representative, using client respect and rapid learning to guide financial-services conversations.
This financial-services role offers structured days and coaching while you ramp. You will speak with people who already raised a hand, rather than hunting strangers. The work supports families protecting income and their future, with training before performance expectations begin.
Key Responsibilities:
Conduct conversations with warm financial-services leads
Follow up with clients on time
Learn tools quickly during ramp-up
Maintain a clean video presence
Respect clients throughout each conversation
Requirements:
Commitment to on-time follow-up
Ability to present cleanly on video
Fast learning approach for new tools
Respectful client-focused communication
Interest in financial-services conversations
Build warm-lead conversations remotely while developing perks education, client respect, and financial-services communication skills.
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