Remote Client Advocate
aogarciaDenver, CO
Remote Client Advocate
L4
aogarciaDenver, COtoday
Occupations
Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales AgentsIndustries
Other Individual and Family ServicesPortfolio Management and Investment AdviceMiscellaneous IntermediationVirtual Consultant RoleYou assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene. What comes with the seat: No cold calling Qualified-interest pipeline Performance-based advancement Full training Current tech stack Work from home Traits that work here: Driven. Trainable. Dependable. Comfortable competing. Fine with a camera. If that is your default setting, apply. Interviews on Zoom.
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Level
MidL4
Location
Denver, CO
Occupation
Personal Financial Advisors
Industry
Other Individual and Family Services
Posted
today
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