Handle calls from new customer prospects via phone, video, and email to introduce the Advice Center and match customers with appropriate advisors.
Guide customers through the Transamerica experience by gathering information and creating customer profiles to identify needs.
Schedule appointments with advisors for routine requests and facilitate communication with the advisor team.
Transamerica is a financial services company offering insurance, retirement, and investment solutions. It employs nearly 7,000 people and fosters a culture that values hard work, diversity, and work-life balance.
Take requested conversations from warm leads, not cold lists
Explain financial-protection benefit options and help clients enroll when it's a fit
Maintain a clean follow-up rhythm and meet activity goals
We help clients understand and enroll in financial-protection options. Our remote team is built around coaching, accountability, and creating paths into leadership for high performers.
Take inbound calls from clients who have already requested help with financial-protection options.
Explain benefit options clearly and assist clients in enrolling when the products fit their needs.
Keep a clean follow-up rhythm to ensure ongoing client engagement and satisfaction.
Global Elite Empire Consultants helps individuals secure financial-protection options through inbound client conversations. The company fosters a remote, results-driven culture with coaching and clear paths to leadership for high performers.
Engage with warm leads who have already expressed interest in protecting their family's income and future.
Work from home in a structured remote role with no office required and coaching while you ramp up.
Stay consistent with on-time follow-up, strong video presence, and fast adoption of tools to deliver a respectful client experience.
Global Elite Empire Consultants is a financial-services company that helps families protect their income and future. The organization offers a remote, structured work environment with warm leads, coaching while you ramp, and a path into leadership for high performers.
Take requested conversations with no cold calling.
Explain benefit options simply and help clients enroll when it's a fit.
Maintain a clean follow-up rhythm to drive results.
Global Elite Empire Consultants helps clients with financial-protection options. The company offers a remote career with coaching and a path into leadership for those who produce.
Meet virtually with clients who have requested information about financial protection and benefits.
Guide clients through the enrollment process with professionalism and care.
Build lasting relationships through exceptional customer service and maintain accurate records.
Global Elite Empire Consultants is a recruiting firm that connects individuals with opportunities in financial protection and benefits. They provide a remote work environment with mentorship and growth opportunities, though company size is not specified.
Speak with people who asked for information about financial protection.
Map client needs to available protection options and run a simple enrollment flow.
Build and service a client list using provided remote tools and flexible hours.
Global Elite Empire Consultants is a remote financial-services company that connects families with protection options through a guided enrollment process. The firm offers pre-qualified warm leads, step-by-step onboarding, and ongoing mentorship for self-starters in a performance-driven culture.
Speak with pre-qualified warm leads who requested information
Map client needs to available protection options
Run a simple enrollment flow and service a client list
Global Elite Empire Consultants provides remote financial services, connecting clients with protection options through a lead-driven, training-supported process. The company fosters a competitive, coaching-friendly culture for self-starters looking to build a long-term career.
Answer inbound calls and make outbound calls to create sales opportunities for the retail sales team.
Qualify customers for the reverse mortgage program using scripted guidelines and transfer interested leads.
Update the sales CRM with notes and schedule follow-up appointments to maintain the pipeline.
Longbridge Financial provides home equity solutions for seniors, helping them access their home equity for retirement. With an "Excellent" Trustpilot rating and over a thousand testimonials, they've been named a Great Place to Work three years running, fostering a supportive and growth-oriented culture.
Run a simple enrollment flow and build/service a client list
Global Elite Empire Consultants is a remote financial-services company focused on helping families with protection options through warm leads and a structured training system. The culture emphasizes self-starters, ongoing mentorship, and a performance-driven environment.
Global Elite Empire Consultants connects clients with financial-protection options through inbound conversations. They emphasize coaching, a written process, and a path into leadership for high performers.
Take requested conversations from warm leads with no cold calling
Explain financial-protection benefit options simply and help clients enroll when it fits
Maintain a clean follow-up rhythm while being measured on activity and results
Global Elite Empire Consultants specializes in remote financial-protection services, connecting clients with benefit options. The company emphasizes a written process, coaching, and advancement for motivated, coachable team members.
Take requested conversations with warm leads about financial protection.
Explain benefit options simply and help clients enroll when it is a fit.
Maintain a clean follow-up rhythm to drive results.
We help clients understand financial-protection options through request-based conversations. We offer remote work, coaching, and leadership growth, hiring competitive, coachable people.
Assess client needs and present insurance options through virtual meetings.
Maintain relationships and handle admin tasks like notes, appointments, and CRM hygiene.
Work from home with a qualified-interest pipeline and no cold calling.
Global Elite Empire Consultants is a remote insurance company that helps clients assess needs and select coverage options. They offer a performance-driven, competitive culture with full training and a qualified lead pipeline.
Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Ride the crest of industry trends, fortifying your knowledge.
Global Elite Empire Consultants provides personalized benefits solutions to clients. They are a remote team in a part-time, growth-oriented environment with a focus on financial services.
Serve as a primary point of contact for clients, managing inbound and outbound communications with professional excellence.
Handle and carefully respond to all customer inquiries, resolving issues on the first call through active listening.
Track and document call information for auditing, escalate interactions when necessary, and upsell if required.
TP is a leading global provider of digital business services, partnering with brands to optimize operations through technology and sustainable practices. With 500,000 employees across 300 languages, TP fosters an inclusive culture focused on growth and well-being.
Conduct virtual meetings with clients via web conferencing to understand their needs and present solutions.
Build strong, long-term client relationships through ongoing follow-ups and exceptional service.
Maintain accurate client records, schedule appointments, and complete other administrative tasks.
Global Elite Empire Consultants is a technology-driven organization that helps clients through virtual consultations. The company fosters a supportive team environment focused on success and offers opportunities for growth.
Take requested conversations with clients who already requested help on financial-protection options.
Explain benefit options simply and help clients enroll when it is a fit.
Keep a clean follow-up rhythm and maintain activity-based performance metrics.
Global Elite Empire Consultants provides financial-protection options and benefit consulting services. The company offers a remote working environment with a focus on coaching and career growth for motivated individuals.
Remote financial-services role with structured days and warm-lead conversations.
Coaching and training provided before you are expected to perform.
High performers have a clear path to a leadership track.
Global Elite Empire Consultants is a financial-services company focused on helping families protect their income and future. They offer a remote, structured work environment with coaching and a leadership track for high performers.