About the role
Overview Our virtual advisory team is looking for ambitious, customer-focused individuals to launch a high-earning career in financial services. You will use our proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans. Core Responsibilities Consult Warm Leads: Meet virtually with qualified, pre-screened prospects, no cold calling. Assess & Present: Evaluate financial goals and present tailored insurance and a…