Remote Position
[Remote] Remote Financial Advisor
🌍 Remote · United States
💼 Full-time
Note: The job is a remote job and is open to candidates in USA. FBSPL is hiring a Financial Advisor to speak with families who requested information about coverage, review available options, and help them enroll in a suitable plan. The role also involves scheduling appointments, maintaining organized records, and following up with families.
Responsibilities
- 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
Skills
- 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
Benefits
- 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.
- Balanced full-time hours with a clear daily game plan.
- Warm leads, training, and a supportive virtual team.
Company Overview