Customer Service Representative - Financial Services (Remote)

Overview

This position involves delivering exceptional customer care in the financial services industry, with flexibility to work remotely and the opportunity for self-employment.

In Short

• Flexible work schedule with remote capabilities.
• Engaging with clients on financial planning options.
• Commission-based compensation with uncapped earnings.
• Training provided for licensing in Life & Health.
• Not a call center or outbound sales role.
• Opportunity to work part-time or full-time.
• Self-motivated individuals preferred.
• Collaboration with diverse groups is essential.
• Prior experience in finance not mandatory.
• Market of clients necessary for practice.

Requirements

• Excellent customer service skills.
• Strong interpersonal and social skills.
• Ability to work independently and as part of a team.
• Willingness to learn and adapt.
• Experience in sales, marketing, or finance is a plus.
• Self-motivated and goal-oriented.
• Must provide own equipment for remote work.
• Ability to pass a licensing exam.
• Experience in managerial or leadership roles beneficial.
• Commitment to personal and professional growth.

Benefits

• Flexible work hours.
• Opportunity for uncapped commissions.
• Comprehensive training program.
• 401K rollover options available.
• Insurance options available for purchase.
• Work from home.
• Support for client acquisition and lead generation.
• Performance-based role.
• Equal employment opportunity.
• Opportunity to make a meaningful impact in clients' lives.