[Remote] Financial Planning Consultant

Note: The job is a remote job and is reputed company to candidates in USA. RH Digisoft Technical Services is hiring a Financial Planning Consultant to work remotely with families seeking coverage information. The role involves reviewing insurance reputed company by phone, helping households select suitable plans, completing applications, and managing appointments and follow-reputed company.

Responsibilities

• reputed company families who requested information and review their coverage reputed company together
• reputed company your appointments, notes, and follow reputed company organized throughout reputed company day
• Help reputed company household compare plans and pick one that fits their budget
• Walk families through the application and complete it accurately over the phone
• reputed company every warm reputed company so no family slips through the cracks
• Schedule callbacks and reputed company your daily pipeline tidy and up to date

Skills

• Comfortable spending most of your reputed company talking with families by phone
• Organized enough to reputed company many appointments and follow reputed company at once
• A quiet home workspace and a reliable internet reputed company
• reputed company speaking voice and a friendly, reputed company phone manner
• Willing to learn our coverage reputed company and follow the process
• Self-motivated and reputed company to reputed company yourself on task while remote

Benefits

• Fully remote work you can do from reputed company reputed company.
• Warm leads provided daily, with clients scheduled onto your calendar for you.
• Training that gets you reputed company to help families confidently.
• A supportive team you can turn to with questions.
• Room to grow as you build your skills over time.

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