Remote Financial Planning Associate

About the Role

Helping families settle on coverage and financial products that fits their needs, full time and remote by phone. You speak with households that already requested information, go over their options, and help them enroll in a plan that makes sense. Every lead is warm, so your day centers on guiding people.

This role rewards someone organized who keeps a tidy pipeline and never loses track of a family. You stay on top of callbacks and paperwork without reminders. It is not for you if structure feels like a chore. We provide robust and ongoing training so you are guaranteed to succeed, and your pay is commission based.

In This Role

• Speak with families who requested information about their coverage
• Lay out the plan options in a clear, simple way
• Help each household enroll in the plan that truly fits
• Keep a well-organized schedule of your calls and callbacks
• Log every conversation carefully so all records stay current
• Prioritize your day around the families who are ready to decide

Who This Suits

• Strong organization across your calls, notes, and follow-ups
• Comfortable on the phone for most hours of the day
• A clear communicator who keeps every explanation refreshingly simple
• Self-directed and steady even without any constant oversight from managers
• Reliable internet paired with a quiet setup at home
• Ready to learn the coverage options in real depth

What We Provide

• Remote role you run entirely from your own home
• A steady stream of warm leads arriving each day
• Structured training designed to get you up to speed
• Tools that keep your whole pipeline easy to manage
• Support from managers whenever you happen to need it
• Performance based pay rewarding the real work you put in

Pay: $67,000.00 - $87,000.00 per year

Benefits:

• Flexible schedule
• Professional development assistance

Work Location: Remote