Client Services Professional
Company Description
Our goal is to provide financial education and resources to help families, individuals, and professionals achieve their financial goals throughout all stages of their lives.
Job Summary
We are looking for entrepreneurial, ambitious, hardworking, organized and friendly professionals with outstanding customer service and communication skills that can work well with a diverse team and values being of service to people and to his/her community.
This role is focused on educating clients on how to maximize different financial strategies. This financial services professional will connect our clients to the best providers that we work with. These providers are the largest financial firms in the United States. S/he will be responsible for helping clients review their financial portfolios with a strong potential to grow into leadership roles within our firm. Agents will be trained on building his/her own client book of business as well as other relevant professional skills needed.
Qualifications
• Outstanding customer service skills
• Excellent communication skills needed to explain complex concepts to clients
• Detail-oriented and organized
• Ambitious and hardworking with an entrepreneurial mindset
• Ability to work independently and remotely
• Ability to work with a diverse team
Requirements
• A degree or extensive experience in Sales, Management, Client Services or any related field is preferred
• Proficient in using software tools for product analysis and reporting
• Must be located and authorized to work in the USA
• Must be able to obtain and hold state professional licenses and pass background checks
Job Types: Part-Time, Full-Time, Contract
Location: Remote
Pay: $2,000 - $7,000 per month
Compensation Package
• 1099 Contract
• Bonus opportunities
• Possible travel opportunities
• Commission pay only
Join us in providing outstanding client services while contributing to our mission of excellence!
Job Types: Full-time, Part-time, Contract
Pay: $2,000.00 - $7,000.00 per month
Work Location: Remote
Apply Now
Our goal is to provide financial education and resources to help families, individuals, and professionals achieve their financial goals throughout all stages of their lives.
Job Summary
We are looking for entrepreneurial, ambitious, hardworking, organized and friendly professionals with outstanding customer service and communication skills that can work well with a diverse team and values being of service to people and to his/her community.
This role is focused on educating clients on how to maximize different financial strategies. This financial services professional will connect our clients to the best providers that we work with. These providers are the largest financial firms in the United States. S/he will be responsible for helping clients review their financial portfolios with a strong potential to grow into leadership roles within our firm. Agents will be trained on building his/her own client book of business as well as other relevant professional skills needed.
Qualifications
• Outstanding customer service skills
• Excellent communication skills needed to explain complex concepts to clients
• Detail-oriented and organized
• Ambitious and hardworking with an entrepreneurial mindset
• Ability to work independently and remotely
• Ability to work with a diverse team
Requirements
• A degree or extensive experience in Sales, Management, Client Services or any related field is preferred
• Proficient in using software tools for product analysis and reporting
• Must be located and authorized to work in the USA
• Must be able to obtain and hold state professional licenses and pass background checks
Job Types: Part-Time, Full-Time, Contract
Location: Remote
Pay: $2,000 - $7,000 per month
Compensation Package
• 1099 Contract
• Bonus opportunities
• Possible travel opportunities
• Commission pay only
Join us in providing outstanding client services while contributing to our mission of excellence!
Job Types: Full-time, Part-time, Contract
Pay: $2,000.00 - $7,000.00 per month
Work Location: Remote
Apply Now