aogarciaDenver, CO
Remote Client Advocate
Remote Client Advocate
Remote Client Advocate
aogarciaDenver, CO
today
Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales Agents
Other Individual and Family ServicesPortfolio Management and Investment AdviceMiscellaneous Intermediation
Apply for this role (opens in a new tab)Virtual 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.
Also on the board Same function, level within a rung
Level
Mid
Location
Denver, CO
Occupation
Personal Financial Advisors
Industry
Other Individual and Family Services
Posted
today