- Join us as a Client Planning Consultant helping clients understand relevant options while maintaining organized and clear communication.
- Manage appointments; Provide recommendations; Record notes; Maintain communication; Attend training.
Requirements
U.S. citizen; Communication skills; Detail-oriented; Independent.
Benefits
Remote; Flexible; Professional development; Commission income.
Required Skills:
Requirements: Must be a U.S. citizen. Strong communication and people skills. Self-motivated disciplined and coachable. Ability to work independently and manage time effectively. Previous sales or customer service experience is a plus but not required (training is provided).
- Join us as a Client Planning Consultant helping clients understand relevant options while maintaining organized and clear communication.- Manage appointments; Provide recommendations; Record notes; Maintain communication; Attend training.RequirementsU.S. citizen; Communication skills; Detail-orien...
- Join us as a Client Planning Consultant helping clients understand relevant options while maintaining organized and clear communication.
- Manage appointments; Provide recommendations; Record notes; Maintain communication; Attend training.
Requirements
U.S. citizen; Communication skills; Detail-oriented; Independent.
Benefits
Remote; Flexible; Professional development; Commission income.
Required Skills:
Requirements: Must be a U.S. citizen. Strong communication and people skills. Self-motivated disciplined and coachable. Ability to work independently and manage time effectively. Previous sales or customer service experience is a plus but not required (training is provided).
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