Qureos Mentor

Hernandez Incorporate Group

About the RoleWe are looking for motivated, coachable individuals to join our team as Planning &amp; Protection Specialists. This is an entry-level position focused on helping families understand basic planning, protection options, and long-term goals. If you enjoy helping people, learning new skills, and growing in a supportive environment &mdash; this is a great opportunity.What You&rsquo;ll Do<ul><li>Help clients create simple protection and planning game plans</li></ul><ul><li>Educate clients on topics like income protection, retirement basics, debt strategies, and preparing for major goals (ex: buying a home)</li></ul><ul><li>Assist clients with completing applications and following through on next steps</li></ul><ul><li>Attend team trainings to build communication skills, planning knowledge, and leadership habits</li></ul><ul><li>Provide excellent customer service and support through calls, texts, and Zoom appointments</li></ul><ul><li>Follow a proven training system to develop into a confident advisor</li></ul>What We Provide<ul><li>Full training &amp; mentorship</li></ul><ul><li>Professional Licenses / Study support for required state licenses</li></ul><ul><li>Remote work environment with flexible hours</li></ul><ul><li>Growth opportunities into leadership, training, and management roles</li></ul><ul><li>Positive, supportive team culture where you can grow from no experience into a professional career</li></ul>Requirements<ul><li>Willingness to learn and follow a structured training system</li></ul><ul><li>Strong communication and customer service skills</li></ul><ul><li>Ability to work remotely (phone, laptop/tablet, Wi-Fi required)</li></ul><ul><li>Must be comfortable speaking with clients via phone or Zoom&bull; Must be able to obtain state-required licenses (we provide training)</li></ul>Ideal For<ul><li>People looking for a career change</li></ul><ul><li>Individuals wanting growth, leadership, and flexibility</li></ul><ul><li>Students, stay-at-home parents, or anyone seeking a remote, people-focused role</li></ul><ul><li>Entry-level applicants looking for professional development</li></ul>Pay: $800.00 - $1,500.00 per weekBenefits:<ul><li>Employee discount</li><li>Flexible schedule</li><li>Life insurance</li><li>Retirement plan</li><li>Tuition reimbursement</li><li>Work from home</li></ul>Work Location: Hybrid remote in Concord, CA 94520

Remote Planning & Protection Specialist

Join Hernandez Incorporate Group and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Hernandez Incorporate Group

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Remote Planning & Protection Specialist