Client Services Specialist (Remote)

This role is well suited for professionals who want to grow into greater responsibility and leadership over time within a professional environment.

This opportunity is ideal for professionals who are motivated to take ownership of their development while operating within an established framework. The role rewards initiative, consistency, and long-term contribution.

Position Overview

This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building.

No prior financial services experience is required. Comprehensive training and licensing support are provided.

Key Responsibilities

Deliver structured financial education through virtual meetings

Explain financial concepts related to protection, accumulation, and long-term planning

Support individuals through a standardized, needs-based process

Maintain accurate documentation and adhere to compliance standards

Participate in ongoing training and professional development

Required Qualifications

Bachelor's degree preferred or equivalent professional experience

Strong communication skills and professional presence

Ability to work independently in a remote environment

Willingness to obtain required state licensing (training provided)

Successful completion of a background check

Compensation & Benefits

Performance-based compensation structure

Remote work with flexible scheduling

Licensing assistance and structured onboarding

Clear advancement opportunities

Career Path

Advancement into senior specialist, leadership, or training roles based on performance.