Remote Financial Advisor

The RoleInbound requests arrive each day, and you call families back to review their options. It is full-time work from home, speaking with families who requested information about coverage, reviewing their options, and helping them enroll in a plan that fits their household.You will manage your own schedule, keep organized records, and follow up thoughtfully. You want pay based on performance and like helping families. It is not a fit if independence feels daunting. We provide warm leads, training, and a supportive virtual team.What the Work Looks Like• Speak with families who submitted a request and want next steps.• Match available coverage to the budget each family describes to you.• Help households settle on a plan that meets their goals.• Finalize enrollment and confirm the family is set with coverage.• Set up appointments and confirm them well ahead of time.• Manage your own schedule and keep notes in good order.What We're Looking For• Genuine people person who communicates with honesty and warmth.• Good habits around scheduling, records, and timely daily callbacks.• You bounce back quickly and keep a good attitude.• Handy with a computer and comfortable typing while talking.• Able to start within a reasonable, agreed-upon timeframe.• Reliable follow-through that turns first calls into lasting relationships.What's Included• Remote work with a clear daily plan to follow.• A full daily list of families expecting your call.• Helpful managers who coach you rather than just critique.• Motivating, performance-based earnings for people who reliably show up.• A stable company that genuinely invests in its people.• Balanced full-time hours with a clear daily game plan.