Client Services Associate

Job Title: Remote Client Support Associate (Flexible Schedule + Training Provided)

Location: 100% Remote (U.S. Based)

Schedule: Flexible (Full-time or Part-time)

Earnings: Performance-Based + Bonuses (High income potential)

About the Role

We’re expanding our remote team and looking for motivated individuals who want a flexible schedule, mentorship, and the chance to build long-term income while helping families plan for the future.

No experience required. We provide step-by-step training, scripts, and ongoing support.

What You’ll Do

Speak with individuals/families to understand their goals

Provide guidance using our simple, proven process

Work remotely via Zoom, phone, or chat

Follow scripts and training (we make it easy)

Learn valuable skills in client support + communication

What You Get

Work from anywhere (remote)

Flexible schedule (you choose your hours)

Full training + scripts provided

Mentorship and coaching

Growth path (leadership available)

High income potential based on performance

Ideal Candidate

18+ and located in the U.S.

Strong communication and people skills

Coachable, motivated, dependable

Open to obtaining a state license (we guide you — typically 2–4 weeks)

Additional Details

This is an independent contractor opportunity with performance-based compensation. Background check and licensing required. ($60,000-150,000+ performance based)

To Apply: Reply with your Name + Email + Phone Number and we will send next steps.