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About the role
Key responsibilities & impact- Connect with new and prospective clients through outreach and follow-ups
- Learn about each client’s financial goals and challenges
- Present solutions that align with their needs and objectives
- Assist clients through onboarding and product setup
- Maintain detailed client information and activity logs in CRM tools
- Provide ongoing support through regular check-ins and service updates
Requirements
What you’ll need- High school diploma required; college degree preferred
- Strong communication and relationship-building skills
- Highly organized and comfortable working independently in a remote setting
- A proactive, client-focused attitude with strong attention to detail
- Previous experience in customer service, account support, or sales is a plus
Benefits
Comp & perks- Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off
- Competitive base pay with performance-based bonuses and incentives
- Flexible remote work schedule with structured support
- Career advancement opportunities within a growing organization
- A collaborative and mission-driven remote team culture
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 skillsrelationship-building skillsorganizational skillsattention to detailclient-focused attitudeproactive attitude
Certifications
high school diplomacollege degree