Client services

Client Services

About the Position: Client Services Lead Associate

Benefits

• Enjoy a flexible schedule with options for personalized adjustments
• Completely remote work structure, supported by comprehensive online tools and training
• Opportunities for leadership development
• Earn competitive compensation of $30,000 - $50,000 annually on a part-time basis, with significant advancement and earning opportunities based on individual goals

Responsibilities

• Act as a Client Services Lead Associate and primary contact for clients, ensuring complete client satisfaction
• Provide professional, courteous, and timely support to clients and associates
• Educate clients on financial knowledge, including business, investments, insurance protection, retirement, savings, and estate planning
• Customize financial plans with budgeting, debt reduction, investing, and retirement planning guidance
• Leverage upsell and cross-sell opportunities to enhance account value and satisfaction

Requirements

• 18 years or older and a U.S. citizen
• Must successfully pass a background check
• Excellent verbal and written communication skills, with proficiency in managing client relationships
• A Life Producer license is required within the first two weeks of employment
• Comfortable with CRM systems (e.g., Salesforce) and generating basic reports
• Capable of analyzing account health metrics and composing concise reports
• Experience or potential in identifying growth opportunities

Additional Qualifications

• Backgrounds in customer service, leadership, and management are preferred
• Experience in education, coaching, military, or elite athletics is advantageous
• Must be an entrepreneurial, self-driven individual eager to grow and make a positive impact
• Beneficial: Advanced negotiation skills or technical troubleshooting capabilities