Client Relations Part Time / Remote Appointment Setter

Overview

As a Financial Service Client Representative, you will support leaders in growing their client base and ensuring clients are well-served.

In Short

• Support onboarding process for new clients
• Manage client accounts and ensure accurate information collection
• Facilitate account transfers and maintain confidentiality
• Track transfer processes and work with operations team
• Develop relationships with existing and new clients
• No telemarketing involved, focus on business development
• Work independently and as part of a team
• Must be at least 18 years old
• Enjoy creating meaningful client relationships
• Entry-level position for transferable skills

Requirements

• Experience in Business Development and Account Management
• Willingness to obtain or already have a license
• Strong customer service and sales background
• Impeccable follow-through and communication skills
• Outgoing personality with adaptability in communication
• Self-starter and entrepreneur-minded
• Ability to work remotely
• Experience in client services
• Ability to articulate recommendations thoughtfully
• Entry-level for transferable skills

Benefits

• Commission only compensation ranging from $100,000 to $250,000
• 401K plan
• Unlimited time off
• Equity compensation
• Retirement benefits