Work From Home Account Associate

From the original posting

Work From Home Account Associate About the Role: We’re looking for motivated and energetic Account Associates with the ability to work from home to join our growing sales team. This role is ideal for individuals seeking a fully remote opportunity where they can make an impact by helping others make confident financial decisions. Core Responsibilities Reach out to potential clients via phone, email, or messaging Learn about the client’s goals and recommend relevant services Guide clients through onboarding and product selection Log activity in CRM, track follow-ups, and ensure a smooth client…