Remote - (WFH) - Client Support - Flexible Schedule

# Remote Client Support Specialist – Work From Home

**Part-Time or Full-Time Entry Level Flexible Schedule U.S.-Based**

### Want to work from home without giving up the flexibility to build around your life?

We're expanding our remote team and looking for **motivated people who are ready to learn, communicate with people, and build valuable professional skills.**

**No previous experience is required. Training and ongoing support are provided.**

Whether you're looking for a flexible part-time opportunity, a career change, or something you can grow into full-time, **we'd like to hear from you.**

### What You'll Do

You'll help individuals who have requested information connect with licensed professionals for financial planning and protection consultations.

Your day-to-day responsibilities may include:

* Responding to individuals who request information

* Scheduling consultations

* Following up with interested clients

* Communicating by phone, Zoom, and email

* Using provided scripts, systems, and training

* Maintaining organized client communication records

### What Makes This Opportunity Different?

**You don't need to have it all figured out before you start.**

We provide:

* Remote work environment

* Flexible scheduling — part-time or full-time

* Entry-level training and onboarding

* Step-by-step systems and resources

* Support from experienced team members

* Opportunities to develop communication, client-service, and business skills

* Performance-based bonuses and incentive opportunities

* Opportunities for advancement based on performance

### Who We're Looking For

This could be a strong fit if you are:

* 18+ and located in the United States

* Reliable and self-motivated

* Comfortable talking with people

* Professional and organized

* Coachable and willing to learn

* Comfortable using a computer, phone, Zoom, and email

* Looking for flexibility and professional growth

**Previous experience is not required.**

### Compensation

This is a **performance-based opportunity**, not a guaranteed hourly or salaried position.

Earnings vary based on individual activity, production, licensing, and results. Active team members may reach **annualized earnings in the $60K–$150K+ range**

Applicable state licensing may be required for individuals who continue into licensed responsibilities. Training and guidance are provided.

**Background-friendly applicants are encouraged to apply. A background check is required.**

**We are unable to sponsor OPT students at this time.**

### Interested?

You don't need to know yet whether this is your long-term career.

**Start with a conversation. Learn how it works. Then decide if it's right for you.**

**To apply, reply with your name and email address. A resume is optional.**

**If you're ready for something different, your next opportunity could start here.**

Employment type: employee's choice

Experience level: entry level

Job title: Remote Client Support Specialist-WFH

Remote Position – U.S. Based

Flexible Schedule Part-Time or Full-Time

Compensation: Performance-based with bonus opportunities

Typical range for active team members: $60K–$150K

About the Position

We are expanding our remote team and looking for reliable individuals to assist with client communication and scheduling for financial planning consultations.

In this role, you will help individuals and families get connected with licensed professionals who provide guidance on financial protection and long-term planning.

You do not need prior experience in this field. We provide training and a clear process so you understand how the role works.

What You’ll Do

• Speak with individuals who request information about financial services

• Help schedule consultations and follow up with interested clients

• Communicate with clients by phone, Zoom, and email

• Use simple scripts and training materials to guide conversations

• Keep organized records of client communication

This Role Works Well For People Who

• Are comfortable speaking with people by phone or video

• Want flexible remote work

• Are dependable and organized

• Enjoy helping people find solutions

• Are open to learning new professional skills

What We Provide

• Remote work environment

• Flexible schedule options

• Training and onboarding

• Support from experienced team members

• Performance-based compensation with bonus opportunities/trips

Basic Requirements

• Must be 18+ and located in the United States

• Reliable internet connection

• Professional communication skills

• Background check required (BACKGROUND FRIENDLY)

• Willing to obtain a state license if continuing in the role (guidance provided)

How to Apply

To apply, please reply to this post with your name and email address. You may also include your resume if available (optional).

This role is open to those who are currently eligible to work in the U.S. under state licensing requirements. (We’re not able to sponsor OPT students at this time.)

Once we receive your response, we will follow up with you.