Wealth Management Associate

What This Role Is Do this work entirely from home, full time, by phone with families. Each one asked for information first, so your week is organized around booked reviews. You listen closely, go over the available plans, and help each household enroll in a plan they feel good about. People who thrive here listen before recommending and put families at ease. You stay organized and want pay tied to performance. It is not for you if listening feels like waiting to talk. We provide warm leads, training, and a team that supports you. Day to Day Engage families who reached out first, working a prepared calendar of household reviews. Point out which options suit the needs they mention to you. Work with each household to pick coverage within their budget. Guide households through enrollment and double-check every entry twice. Revisit earlier conversations and help families take the next step. Stay organized and reliable with notes, dates, and reminders.

Qualifications

Personable, articulate, and happy to spend the day talking. Able to run your own day with very little oversight. Committed to helping first, with pay that rewards the results you produce. Familiar with everyday office tools and quick to learn more. Serious about building something steady, not a quick trial run. Calm, clear, and caring from first hello to enrollment. What's Offered Work from home with all the tools set up for you. A consistent lead flow that lets you focus on people. Onboarding, scripts, and steady help as you keep learning. Performance pay that recognizes the families you help enroll. A career you can keep building on, step by step. Dependable hours and coworkers who genuinely support one another.