New Customer Associate (Work from Home)

Overview

We're looking for professionals who enjoy meaningful client conversations and helping people make smart financial decisions. This is a great fit if you value flexibility, independence, and professional growth.

Responsibilities

• Conduct virtual meetings with clients to discuss goals and challenges
• Recommend tailored financial solutions and benefits plans
• Maintain ongoing relationships and follow-ups
• Stay current with training and product updates

What You'll Bring

• Strong communication and organization skills
• Experience in client-focused or advisory roles preferred
• Self-motivated and dependable

What You Get

• Independent role with performance-based income and bonus opportunities
• Training, mentorship, and leadership development
• Flexible remote schedule and advancement potential