Client Advocate - Work from Home Financial Services - Remote

Overview

As a Client Advocate - Work from Home Financial Services, you will play a key role in helping clients identify and implement financial strategies that align with their goals.

In Short

• Build and maintain strong relationships with clients.
• Assess clients' financial situations and provide tailored solutions.
• Educate clients on various financial strategies.
• Follow up regularly with clients for ongoing support.
• Continuously expand knowledge of financial products.
• Customer-oriented mindset and strong communication skills.
• Self-motivated and able to work independently.
• Sales experience preferred but not required.
• No financial experience needed; full training provided.
• Flexible work schedule from home.

Requirements

• Passion for helping people and understanding their needs.
• Ability to explain complex financial concepts simply.
• Drive to manage your own schedule and workload.
• Experience in sales or customer service is a plus.
• Willingness to learn and grow in the financial services industry.

Benefits

• Flexible schedule and work-from-home opportunities.
• Uncapped earning potential with commission and bonuses.
• Ongoing training and mentorship.
• Opportunities for career advancement.