Client Experience Specialist - Remote

About the Position: Client Service Advocate

As a Client Service Advocate, you will play a critical role in supporting our clients with exceptional service and innovative solutions. Your main focus will be to nurture long-lasting relationships and provide cutting-edge solutions to meet clients' financial needs. If you're passionate about making a difference, this could be the perfect role for you.

Benefits

• Enjoy the flexibility of a schedule tailored to your life.
• This remote position comes with comprehensive online tools and training, geared towards leadership development and advanced career opportunities.
• Expect competitive pay ranging from $65,000 to $85,000 annually for part-time work.

Primary Responsibilities

• Serve as the primary contact for clients, ensuring satisfaction and outstanding service.
• Communicate effectively with clients; provide timely and helpful responses.
• Educate clients on financial topics, including business investments, insurance, retirement solutions, and savings strategies.
• Create personalized financial plans for budgeting, debt reduction, investing, and retirement planning.
• Identify opportunities to enhance account value through upselling and cross-selling, maintaining high client satisfaction.

Requirements

• Applicants must be 18+, a U.S. citizen, and pass a background check.
• Strong verbal and written communication skills are crucial.
• Familiarity with CRM systems like Salesforce and the ability to translate account health metrics into actionable summaries are essential.
• A Life Producer license must be obtained within two weeks of employment.

Preferred Qualifications

• A background in customer service, leadership, or management will be beneficial.
• Experience in education, coaching, or military roles, or as an elite athlete, is valuable.
• We admire an entrepreneurial spirit, self-motivation, and a genuine desire to help people.
• Skills in negotiation or technical problem-solving will set you apart.