Customer Relations Associate - Part Time Remote

About the role

We are seeking a driven and ambitious individual to join our team as a Customer Relations Associate. As a vital part of our team, the Customer Relations Associate will be responsible for managing customer interactions and relationships on a part-time, remote basis. If you're enthusiastic about making a difference and helping others, this opportunity is for you!

Benefits

• Flexible scheduling with personalized customization
• 100% remote position with comprehensive online tools and training
• Ledgacy development opportunities
• Competitive compensation ($30,000 - $50,000 part-time), with potential for advancement based on personal goals

Customer Relations Associate Daily Responsibilities

• Act as the primary contact for customer queries and account management, ensuring total customer satisfaction
• Provide timely, professional, and courteous support to customers and associates
• Educate customers on financial products, including investment, insurance protection, retirement savings, and estate planning
• Develop customized customer plans, guiding customers through budgeting, debt reduction, investing, and retirement planning
• Maintain high levels of customer satisfaction and improve account value through upsell and cross-sell opportunities

Requirements of the Customer Relations Associate Role

• 18 years or older and a U.S. citizen
• Pass a background check
• Strong verbal and written communication and customer relationship management skills
• Must obtain Life Producer license within the first 2 weeks
• Familiarity with CRM systems (e.g., Salesforce) and competency in basic reporting
• Aptitude for interpreting customer health metrics and preparing concise summaries
• Aptitude for identifying and pursuing expansion opportunities

Additional Qualifications

• Background in customer service, leadership, or management preferred
• Education, coaching, military, or elite athlete backgrounds also a great fit!
• Entrepreneurial mindset, self-motivated, and keen to grow and help others
• Advanced negotiation techniques or technical troubleshooting skills beneficial