Work From Home Financial Services Professional - Remote

Overview

The Work From Home Financial Services Professional will assist clients and expand the firm’s client base, focusing on business development rather than telemarketing.

In Short

• Support onboarding for new clients and manage existing accounts.
• Guide clients in consolidating accounts while maintaining confidentiality.
• Collect necessary documents for financial transfers.
• Track the transfer process for accuracy and efficiency.
• Collaborate with the operations team for smooth account transitions.
• Build and maintain strong client relationships while identifying new opportunities.

Requirements

• Business development and account management experience is a plus.
• Willing to obtain or already have a financial license.
• Passion for client services and creating meaningful relationships.
• Strong background in customer service, sales, or marketing preferred.
• Self-starter with an entrepreneurial mindset.
• Excellent follow-through and attention to detail.
• Ability to adapt communication style based on clients’ needs.
• Entry-level candidates with transferable skills encouraged to apply.
• Must be at least 18 years old.

Benefits

• Flexible Schedule: Work part-time or full-time with autonomy.
• 100% Remote Work: Work from anywhere in the U.S.
• Uncapped Earning Potential: Commission-based structure.
• Comprehensive Training: Support to obtain industry licensing.
• Career Growth: Advancement and leadership roles available.
• Supportive Team Culture: Work alongside mentors and industry professionals.