Customer Care Agent - Financial Services (Remote)

Overview

This role focuses on delivering exceptional customer care within the financial services sector, allowing for remote work flexibility.

In Short

• Engage with clients to assist in financial planning.
• Work remotely via Zoom.
• Position available on a part-time or full-time basis.
• Comprehensive training provided for new associates.
• Not a call center or sales-oriented role.
• Self-motivated individuals preferred.
• Opportunity to make a meaningful impact in clients' financial futures.
• Flexible work hours and location.
• Collaboration with diverse teams is encouraged.
• Commission-based compensation structure.

Requirements

• Strong customer service skills.
• Ability to work independently and in a team.
• Willingness to complete training and obtain necessary licenses.
• Experience in sales or marketing is a plus.
• Strong interpersonal and social skills.
• Commitment to personal and professional growth.
• No prior financial industry experience required.
• Ability to assist with various financial products.
• Desire to help others with their financial planning.
• Prior experience in customer service or related fields is beneficial.

Benefits

• Flexible working hours.
• Remote work capabilities.
• Comprehensive in-house training.
• Opportunity for personal and professional development.
• Incentive trips for high performers.
• Supportive team environment.
• Guidance on financial literacy.
• Commission-based earnings potential.
• Opportunity to work with a growing company in the financial sector.
• Engagement in meaningful client interactions.