Remote - (WFH) - Client Support Specialist Flexible Schedule
Employment type: employee's choice
Experience level: entry level
Job title: Remote Client Support Specialist-WFH
Remote Position U.S. Based
Flexible Schedule Part-Time or Full-Time
Compensation: Performance-based with bonus opportunities
Typical range for active team members: $60K $150K
About the Position
We are expanding our remote team and looking for reliable individuals to assist with client communication and scheduling for financial planning consultations.
In this role, you will help individuals and families get connected with licensed professionals who provide guidance on financial protection and long-term planning.
You do not need prior experience in this field. We provide training and a clear process so you understand how the role works.
What You’ll Do
• Speak with individuals who request information about financial services
• Help schedule consultations and follow up with interested clients
• Communicate with clients by phone, Zoom, and email
• Use simple scripts and training materials to guide conversations
• Keep organized records of client communication
This Role Works Well For People Who
• Are comfortable speaking with people by phone or video
• Want flexible remote work
• Are dependable and organized
• Enjoy helping people find solutions
• Are open to learning new professional skills
What We Provide
• Remote work environment
• Flexible schedule options
• Training and onboarding
• Support from experienced team members
• Performance-based compensation with bonus opportunities/trips
Basic Requirements
• Must be 18+ and located in the United States
• Reliable internet connection
• Professional communication skills
• Background check required (BACKGROUND FRIENDLY)
• Willing to obtain a state license if continuing in the role (guidance provided)
How to Apply
To apply, please reply to this post with your name and email address. You may also include your resume if available (optional).
Once we receive your response, we will follow up with you.
Apply tot his job
Apply To this Job
Experience level: entry level
Job title: Remote Client Support Specialist-WFH
Remote Position U.S. Based
Flexible Schedule Part-Time or Full-Time
Compensation: Performance-based with bonus opportunities
Typical range for active team members: $60K $150K
About the Position
We are expanding our remote team and looking for reliable individuals to assist with client communication and scheduling for financial planning consultations.
In this role, you will help individuals and families get connected with licensed professionals who provide guidance on financial protection and long-term planning.
You do not need prior experience in this field. We provide training and a clear process so you understand how the role works.
What You’ll Do
• Speak with individuals who request information about financial services
• Help schedule consultations and follow up with interested clients
• Communicate with clients by phone, Zoom, and email
• Use simple scripts and training materials to guide conversations
• Keep organized records of client communication
This Role Works Well For People Who
• Are comfortable speaking with people by phone or video
• Want flexible remote work
• Are dependable and organized
• Enjoy helping people find solutions
• Are open to learning new professional skills
What We Provide
• Remote work environment
• Flexible schedule options
• Training and onboarding
• Support from experienced team members
• Performance-based compensation with bonus opportunities/trips
Basic Requirements
• Must be 18+ and located in the United States
• Reliable internet connection
• Professional communication skills
• Background check required (BACKGROUND FRIENDLY)
• Willing to obtain a state license if continuing in the role (guidance provided)
How to Apply
To apply, please reply to this post with your name and email address. You may also include your resume if available (optional).
Once we receive your response, we will follow up with you.
Apply tot his job
Apply To this Job