New Customer Associate (Remote)

About the role

We are seeking a motivated New Customer Associate to join our team remotely. In this role you will engage with clients through virtual meetings, helping them define financial goals and select appropriate solutions. The position offers flexibility, independence, and opportunities for professional growth.

Key responsibilities

• Conduct virtual meetings with clients to discuss their financial goals and challenges.
• Recommend tailored financial solutions and benefits plans based on client needs.
• Maintain ongoing relationships through regular follow‑ups and support.
• Stay up‑to‑date with training materials, product updates, and industry best practices.

Required profile

• Strong communication and organization skills.
• Experience in client‑focused or advisory roles (preferred).
• Self‑motivated, dependable, and able to work independently.

Required skills

What we offer

• Performance‑based income with bonus opportunities.
• Comprehensive training, mentorship, and leadership development.
• Flexible remote schedule and clear advancement potential.