Client Services Associate

We are looking for motivated individuals who want to build a career in the financial services industry. This position is a good fit for self-starters, goal-oriented candidates, and those who are new to the industry.

Representatives work with individuals and families to help them better understand their financial options and work toward their short-, mid-, and long-term goals. Our firm takes an educational, needs-based approach and focuses on making financial information easier to understand for people at different stages of life.

This is a client-facing, performance-driven role with a flexible schedule. Representatives are able to organize their work hours around their availability while taking an active role in their own professional growth.

Responsibilities

• Meet with clients by phone or virtual appointment.
• Discuss clients’ current priorities and future financial goals.
• Educate clients about available financial products and services within the scope of applicable licenses.
• Complete needs-based assessments and assist with applications.
• Build strong client relationships by providing responsive, professional support.
• Maintain accurate client records and participate in ongoing training.

Qualifications

• High school diploma or GED required; college degree preferred.
• Self-motivated, dependable, and open to professional growth.
• Strong communication skills in English; multilingual abilities are a plus for broader client engagement
• Comfortable working independently and interacting with people.
• Business or sales background is a plus but not required.
• Basic computer skills and the ability to work remotely.
• Must be authorized to work in the United States.
• Must be able to meet applicable background and licensing requirements.
• Bilingual candidates are highly encouraged to apply; fluency in additional languages enhances client communication capabilities

A license is not required before starting. Candidates must obtain the appropriate state life and health insurance license before conducting licensed business. We provide guidance, training, mentorship, and support throughout the licensing and onboarding process. Licensing-related costs may apply and vary by state.

Build your career in financial services from the comfort of your home, with personalized, one-on-one mentorship to support your growth. This remote, commission-based opportunity combines flexible work with comprehensive training and ongoing guidance as you help individuals and families gain confidence in their financial decisions.

Pay: $3,000.00 - $8,000.00 per month

Location

* United States (Required)

Work Location: Remote