Remote Needs Analysis Specialist

Are you looking for a work-from-home role where you can grow, help families, and do the work with integrity? We are matching dedicated people with a financial-services team focused on protecting families. You work remotely, follow a clear process, and get support while you learn. Why this role 1. Make a difference. Conversations are about helping families protect what matters. 2. Work from home. Build a setup that fits your life and your commitments. 3. Room to grow. Advancement is available for people who stay consistent. 4. Help others. Guide families through options with honesty and patience. 5. Integrity. Every client conversation is built on clarity and trust. What we look for • A real desire to help people • Clear, calm communication • Ability to work independently and with a team • Professional, ethical conduct If you want a remote path that combines flexibility with meaningful client work, apply now. Interviews are held on Zoom.