Financial Services Client Advocacy Lead
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Support families protecting income and future through respectful client advocacy, warm leads, and structured remote financial-services work.
This Client Advocacy Team Lead position focuses on conversations with people who already raised a hand. You will work from home without an office requirement and receive training before performance expectations. Coaching supports your ramp, while structured days provide the work pattern. High performers can access a leadership track.
Key Responsibilities:
- Discuss financial-services needs with warm leads
- Support families protecting income and future
- Complete follow-up on time
- Use tools after receiving training
- Maintain respectful client conversations
Requirements:
- Interest in client advocacy and financial services
- Ability to work from home
- On-time follow-up
- Fast learning on tools
- Clean video presence
Bring respectful advocacy, warm-lead communication, and dependable follow-up to a remote financial-services leadership track.
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