Remote Financial Protection Advisor

Remote Financial Protection Advisor

We are seeking motivated individuals who are passionate about helping families and individuals achieve financial security. In this remote role, you'll have the opportunity to make a meaningful impact by providing personalized solutions to protect the financial future of clients across the U.S.

Key Responsibilities:

• Conduct virtual consultations with clients to assess their financial needs and provide tailored solutions
• Build long-term relationships by delivering exceptional service and ongoing support
• Guide clients through the application process and ensure a smooth, positive experience
• Maintain detailed records of client interactions and stay up-to-date with industry guidelines
• Collaborate with a supportive team to achieve success and deliver on company goals

Qualifications:

• Strong communication and interpersonal skills
• Ability to connect with clients and build rapport
• Detail-oriented with excellent organizational skills
• Comfortable with technology and virtual tools
• Prior experience in customer service or sales is a plus, but not required

What We Offer:

• 100% remote work with flexible scheduling
• Competitive compensation structure with uncapped earnings potential
• Warm leads provided—no cold calling
• Comprehensive training and mentorship
• Performance bonuses, health insurance reimbursement, and retirement benefits

Requirements:

• U.S. residency and work authorization
• Own a cell phone and a Windows laptop/computer

If you're ready to grow your career, help protect families' futures, and enjoy a flexible, remote work environment, we'd love to hear from you!