Note: The job is a remote job and is open to candidates in USA. FBSPL is hiring a Financial Advisor to speak with families who requested information about coverage, review available options, and help them enroll in a suitable plan. The role also involves scheduling appointments, maintaining organized records, and following up with families.

Responsibilities

• Speak with families who submitted a request and want next steps
• Match available coverage to the budget each family describes to you
• Help households settle on a plan that meets their goals
• Finalize enrollment and confirm the family is set with coverage
• Set up appointments and confirm them well ahead of time
• Manage your own schedule and keep notes in good order

Skills

• Genuine people person who communicates with honesty and warmth
• Good habits around scheduling, records, and timely daily callbacks
• You bounce back quickly and keep a good attitude
• Handy with a computer and comfortable typing while talking
• Able to start within a reasonable, agreed-upon timeframe
• Reliable follow-through that turns first calls into lasting relationships

Benefits

• Remote work with a clear daily plan to follow.
• A full daily list of families expecting your call.
• Helpful managers who coach you rather than just critique.
• Motivating, performance-based earnings for people who reliably show up.
• Balanced full-time hours with a clear daily game plan.
• Warm leads, training, and a supportive virtual team.

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