FBSPL · 5 hours ago
Client Planning Associate
United States
Full-time
Remote
New Grad, Entry Level
$50K/yr - $70K/yrFBSPL is seeking a Client Planning Associate to support individuals requesting information on family planning and long-term protection options. The role involves guiding conversations, explaining available options, and ensuring accurate handling of each review from start to finish.
Business DevelopmentConsultingFacilities Support ServicesInformation TechnologyOutsourcingSoftware
Hiring Manager
Utpal Prajapat
Responsibilities
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
Qualification
Required
Comfortable speaking with people one-on-one
Value structure and clear processes
Stay organized and follow through
Can manage time independently while working remotely
Company
FBSPL
FBSPL is a BPM consulting firm that assists businesses globally with unique and custom business process solutions.
Founded in 2006
501-1000 employees
Funding
Current Stage
Late StageRecent News
2025-09-12
Company data provided by crunchbase