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Client-Focused Remote Advisor

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Remote

Client-Focused Remote Advisor

CSG SOURCE (OPC) PVT. LTD

Client-Focused Remote Advisor

Skills

Financial Planning

2 months ago

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Important information


Contract type:

Permanent

Salary:

$65,000 – $85,000 / year

Location:

United States

Work mode:

Remote

Published on:

3 September 2026

What they need


What This Role Is

  • Work from home full time, guiding families by phone toward life, health, financial planning coverage that actually fits. You review available plans, weigh costs against what a household can manage, and complete the application together.
  • Advisors who earn repeat trust from the families they serve do best. A packed schedule of conversations is not everyone's preference. Onboarding, straightforward scripts, and a team lead support you, and your earnings grow with the results you produce, with strong months rewarded. Requests keep arriving, so your calendar rarely runs thin during the week.

Day to Day

  • Return each new request quickly while interest is still fresh.
  • Walk through available plans so every choice feels clear.
  • Answer questions honestly, even when someone asks them several times.
  • Fill out paperwork accurately with the household on the line.
  • Circle back later with anyone who wanted more time.
  • Log notes after every conversation so nothing gets lost.

Qualifications

  • Able to explain complicated things using very simple words.
  • Dependable about start times, breaks, and scheduled commitments.
  • Self-directed, since nobody watches over your shoulder all day.
  • Curious about how benefits work and eager to learn.
  • Warm, genuine tone that puts nervous callers at ease.
  • Careful with details, because small errors delay applications.

What's Offered

  • Clear expectations written down, so surprises stay rare.
  • Fresh requests land in your queue every single morning.
  • Recognition and rewards when a strong month happens.
  • Steady volume year round, not just during busy seasons.
  • A reference library covering every plan we offer families.
  • Colleagues who celebrate wins instead of competing against you.

Pay: $65,000.00 - $85,000.00 per year

Benefits:

  • Flexible schedule
  • Professional development assistance

Work Location: Remote

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