Remote Customer Support Finance Consultant

Job Description

REQUIREMENTS

• Approachable, motivated, and enjoys helping others succeed
• Coachable learner; finance experience is welcome but not required
• Wants to make a real difference for the families they work with

RESPONSIBILITIES

• Coach individuals and families through debt management, income protection, and retirement readiness
• Offer products from a broad network of A-rated financial providers
• Use the agency’s automation tools to keep client work efficient and personal
• Grow a dedicated client base with the option to mentor others as you progress

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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