Client Services Professional

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

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.

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

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