Client Service Specialist (Remote)
- Role
- Support
- Experience
- Entry level
- Employment
- Part-time
Open to US only. Set where you work from to check your eligibility.
No BS summary
Remote Client Service Specialist role serving individuals and families; no prior financial‑services experience required and structured training plus licensing support provided. Willingness to obtain required state licensing and pass a background check is mandatory.
Build a Career Helping Families Achieve Financial Confidence
Are you someone who enjoys working with people, solving problems, and making a positive impact? We're looking for motivated professionals who are ready to build a meaningful career helping individuals and families make informed financial decisions.
As a Client Service Specialist, you'll meet with clients through scheduled virtual appointments, educate them on financial strategies, and help connect them with solutions that align with their goals. You'll receive comprehensive training, ongoing mentorship, and the support of an experienced team as you grow professionally.
No previous financial services experience is required. We provide structured training and licensing support for qualified candidates.
What You'll Do
- Meet with individuals and families through scheduled virtual appointments.
- Build trust by understanding each client's financial goals and priorities.
- Educate clients on financial protection, retirement planning, wealth accumulation, and legacy planning.
- Present personalized financial strategies based on client needs.
- Maintain detailed client records while following company and regulatory guidelines.
- Deliver an outstanding client experience from the initial consultation through ongoing service.
- Participate in weekly training, coaching sessions, and professional development opportunities.
What We're Looking For
- Strong communication and relationship-building skills.
- Professional, dependable, and self-motivated.
- Comfortable working independently in a remote environment.
- Strong organizational and time-management abilities.
- Bachelor's degree preferred, or equivalent professional experience.
- Willingness to obtain required state licensing (training and support provided).
- Ability to successfully complete a background check.
What We Offer
- Remote work opportunity
- Flexible scheduling
- Comprehensive onboarding and training
- Licensing assistance
- Professional coaching and mentorship
- Ongoing education and career development
- Performance-based advancement opportunities
- Collaborative and supportive team culture
Why Join Us?
We're committed to developing professionals, not just filling positions. Our team is built around collaboration, continuous learning, and delivering exceptional service to every client. Whether you're transitioning from another industry or looking for your next long-term career opportunity, you'll have the resources and support needed to grow.
If you're ready to build a rewarding career while making a meaningful impact on the lives of others, we'd love to hear from you.
What you'll do
- Meet with individuals and families through scheduled virtual appointments.
- Build trust by understanding each client's financial goals and priorities.
- Educate clients on financial protection, retirement planning, wealth accumulation, and legacy planning.
- Present personalized financial strategies and maintain detailed client records while following company and regulatory guidelines.
- Participate in weekly training, coaching sessions, and professional development; deliver ongoing outstanding client experience.
What they require
- Strong communication and relationship‑building skills; professional, dependable, and self‑motivated.
- Comfortable working independently in a remote environment.
- Willingness to obtain required state licensing (training and support provided).
- Ability to successfully complete a background check.
- Preferred: Bachelor's degree or equivalent professional experience.
Benefits
- Remote work opportunity
- Flexible scheduling
- Comprehensive onboarding and training
- Licensing assistance
- Professional coaching and mentorship
Our mission is to help individuals and families gain greater confidence in their financial future through education, personalized guidance, and long-term support.