Job Description
Assist clients remotely in an effort to solve their future financial challenges. Developing a pipeline for business meant to build clientele. Taking advantage of leadership opportunities and roles to help build teams. Discovering new programs that can assist our clients with their future concerns. Advocating for our clients with risk management. The company will train the right person who must reside in the USA and be able to work independently & remotely. Personal development experience is preferrable, or openness to incorporating it into your daily activity.