Financial Services Consultant- Part time/remote

About the role

We are seeking a driven and ambitious individual to join our team as a Financial Services Consultant. As a vital part of our team, you will be responsible for managing a portfolio of client accounts on a part-time basis. This role combines exceptional customer service, contract fulfillment, and relationship-driven sales while serving as the primary advocate and point of contact for our clients. If you have a passion for helping people and making a meaningful difference, this could be the opportunity for you!

Benefits

• Flexible scheduling with personalized customization
• 100% remote position with comprehensive online tools and training
• Leverage leadership development opportunities
• Competitive compensation, with advancement and earning potential based on personal goals

Financial Services Consultant Daily Responsibilities

• Serve as a part-time Financial Services Consultant and key contact for clients, ensuring their total satisfaction
• Interact with clients and associates, providing timely, professional, and courteous support
• Share financial knowledge and educate on business, investment, insurance protection, retirement, savings, and estate planning
• Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning
• Grow account value through upsell and cross-sell opportunities and maintain high client satisfaction
• NO Cold Calling, NO Door Knocking

Requirements of the Client Success Advocate 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 have or obtain within first 2 weeks a Life Producer license
• Experience or aptitude for identifying expansion opportunities

Additional Qualifications

• Preferred backgrounds include customer service, leadership, and management
• Entrepreneurially minded, self-motivated, and a desire to grow and help people
• Advanced negotiation techniques or technical troubleshooting skills may be beneficial