New Customer Associate (Work from Home)

About the job

Overview

We’re looking for professionals who enjoy meaningful client conversations and helping people make smart financial decisions. This is a great fit if you value flexibility, independence, and professional growth.

Responsibilities

• Conduct virtual meetings with clients to discuss goals and challenges

• Recommend tailored financial solutions and benefits plans

• Maintain ongoing relationships and follow-ups

• Stay current with training and product updates

What You’ll Bring

• Strong communication and organization skills

• Experience in client-focused or advisory roles preferred

• Self-motivated and dependable

What You Get

• Independent role with performance-based income and bonus opportunities

• Training, mentorship, and leadership development

• Flexible remote schedule and advancement potential