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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 remote role with flexible scheduling.
- Supportive team environment with ongoing training and mentorship.
- Clear pathways for advancement within the company.
ATS Keywords
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Soft Skills
communication skillsinterpersonal skillsorganizational abilitiestime managementproactiveself-motivatedindependent work
Certifications
high school diplomacollege degree