100% Remote Family Protection Advisor
Remote
Core
Client-facing financial services advisor role focused on enrolling and supporting families with guidance on benefits.
Role type
Family Protection Advisor
Builds
Client portfolios for ongoing service
Domain
Financial services / Family protection
Deliverable
client delivery
Required skills
clear communication, self-discipline, openness to process, interest in benefits conversations
Responsibilities
enroll clients, support clients, conduct benefits conversations, maintain client portfolios