Remote Retirement and Financial Education Specialist

Overview

Join us as a specialist in retirement and financial education, where you will assist customers with their financial needs and benefits.

In Short

• Manage inbound customer communications via calls and emails.
• Consult customers on retirement and financial education.
• Maintain up-to-date product knowledge.
• Track customer interactions in CRM.
• Work with both licensed and unlicensed individuals.
• Commission-based role (1099).
• Focus on customer-first mindset.
• Deliver high-quality service in customer interactions.
• Opportunity for growth in financial education.
• Flexible working environment.

Requirements

• Bachelor’s degree or equivalent.
• 1-2 years of experience in supporting client success.
• Excellent written and verbal communication skills.
• Ability to address complaints and provide effective solutions.
• Passion for delivering exceptional customer service.
• Strong time-management and prioritization skills.
• Familiarity with life insurance and retirement systems.

Benefits

• Work remotely with flexible hours.
• Commission-based income potential.
• Opportunity to gain experience in financial education.
• Supportive team environment.
• Professional development opportunities.