Job Title

About the Role As a Client Planning Associate , youll support individuals who have requested information related to family planning and long-term protection options. Your role is to guide each conversation clearly, explain available options, and ensure each review is handled accurately from start to finish. This position follows a defined process and includes training, established workflows, and ongoing support. The focus is on communication, organization, and consistent follow through. What Youll Be Doing Speaking with individuals who requested planning information Reviewing options designed to support families and long-term stability Explaining how different plans work using provided materials Organizing next steps and required documentation Maintaining detailed and accurate records Following up to ensure each review is completed properly What Makes This a Good Fit Youre comfortable speaking with people one-on-one You value structure and clear processes You stay organized and follow through You can manage your time independently while working remotely No prior experience in this field is required. Training and guidance are provided. Additional Information Independent contractor position Performance-based compensation Entry-level candidates welcome