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About the role
Key responsibilities & impact- Initiate conversations with potential clients and respond to inbound inquiries
- Understand each client’s unique goals, challenges, and decision-making process
- Recommend tailored financial solutions based on client input and available data
- Guide clients through onboarding, product selection, and service implementation
- Maintain regular contact with clients to support retention and satisfaction
- Communicate insights and client feedback to internal teams to help improve offerings
Requirements
What you’ll need- High school diploma or college degree preferred
- Excellent communication and interpersonal skills
- Strong organizational and time management abilities in a remote environment
- Proactive, self-motivated, and comfortable working independently
- Experience in client service, account management, or sales is a plus but not required
Benefits
Comp & perks- Competitive base salary plus performance-based bonuses and incentives.
- Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
- A fully remote role with flexible scheduling
- Supportive team environment with ongoing training and mentorship
- Clear pathways for advancement within the company
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
communication skillsinterpersonal skillsorganizational abilitiestime managementproactiveself-motivatedindependent work
Certifications
high school diplomacollege degree
