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Customer Service Specialist - Work from Home Financial Services - Remote

Posted 2 weeks ago
Customer Service
Full Time
Worldwide

Overview

As a Customer Service Specialist - Work from Home Financial Services, your role will be crucial in ensuring that our clients receive exceptional service and support while working remotely.

In Short

  • Join Legacy Wealth Associates as a Customer Service Specialist.
  • Work from home with a flexible schedule.
  • Provide exceptional customer service and financial guidance.
  • Build lasting relationships with clients through various communication methods.
  • Address customer inquiries and resolve concerns promptly.
  • Collaborate with internal teams for seamless service delivery.
  • No financial experience needed; comprehensive training provided.
  • Commission-based compensation with bonuses for high performance.
  • Opportunities for career advancement within the organization.
  • Passion for helping people and ensuring customer satisfaction is essential.

Requirements

  • Customer-centered mindset.
  • Clear communication skills.
  • Organized and self-motivated.
  • Experience in customer service preferred but not required.
  • Ability to articulate complex financial concepts clearly.

Benefits

  • Work from home flexibility.
  • Uncapped earnings potential.
  • Comprehensive training and ongoing support.
  • Career growth opportunities.
Legacy Wealth Associates logo

Legacy Wealth Associates

Legacy Wealth Associates is a dynamic financial services firm that empowers individuals to build their own businesses and practices with the support of Transamerica, a Fortune 500 company. The company partners with leading financial institutions to provide top-tier financial education and solutions, including retirement planning, life insurance, and wealth preservation. With a primarily remote business model, Legacy Wealth Associates offers unlimited earning potential and flexible career paths, allowing team members to start part-time and transition to full-time roles. The firm emphasizes mentorship, professional development, and entrepreneurial opportunities, making it an ideal environment for motivated individuals seeking a rewarding career in the financial services sector.

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