This is a remote, entry-level role focused on helping individuals better understand options related to family protection and long-term financial planning. You will speak with people who have already requested information and are open to learning more, guiding the conversation, simplifying options, and helping them decide what fits their situation.
There is no cold calling or chasing leads. If you enjoy talking with people, explaining things clearly, and working within a structured process, this is a strong entry point into a growing field.
What You'll Do
- Connect with individuals who requested information
- Ask simple questions to understand goals and priorities
- Walk through available options in a transparent, no-pressure way
- Help compare choices based on what fits their needs
- Assist with basic application steps and next actions
- Keep notes organized and follow up when needed
What We're Looking For
- Comfortable talking on the phone or via video
- Organized and good with follow-ups
- Open to learning and coaching
- Self-motivated in a remote environment
- Background in customer service, support, or sales helpful, not required
What's Offered
- Full onboarding and guided training
- Tools and resources to build confidence quickly
- Ongoing mentorship
- Clear structure so you always know the next step
- Warm inbound interest, no cold outreach
- Estimated performance-based earnings