[Remote] Client Relationship Consultant (Remote)
Note: The job is a remote job and is open to candidates in USA. The Purlee Group LLC is a growing financial services organization focused on helping individuals and families protect what matters most. They are seeking motivated individuals to join as Client Relationship Consultants, where the primary responsibility is to connect with clients, review their financial strategies, and present tailored solutions.ResponsibilitiesConnect with clients who have requested informationReview current coverage and identify gapsPresent tailored solutions based on individual needsBuild and maintain long-term client relationshipsSkillsStrong communication skillsSelf-motivated and coachableComfortable working in a performance-based environmentBackground in athletics, sales, or leadership is a plusBenefitsOngoing training and mentorshipAdvancement opportunities based on performanceLicensing support is provided for qualified candidatesCompany OverviewA performance-based income model Remote flexibility with full or part-time pathways Structured mentorship and accountability Systems and support designed for long-term growth It was founded in 2022, and is headquartered in Columbus, Ohio, US, with a workforce of 11-50 employees. Its website is https://www.thepurleegroup.com.