Remote Client Specialist

About the role

We're looking for ambitious and driven individuals to join our team in solving one of the world's most pressing issues—financial illiteracy. This 100% remote position provides all online tools and in-house training, so no prior financial work experience is required. We prioritize a strong work ethic, integrity, perseverance, a desire to grow, and an entrepreneurial spirit.

As an Associate, you will serve as a key contact and liaison for clients, ensuring their total satisfaction. You’ll interact with clients and associates on an ongoing basis, providing timely, professional, and courteous support. Associates share financial knowledge, education, and strategies covering business matters, investments, insurance-based protection, retirement, savings, and estate planning to help clients progress financially.

You’ll work with clients to develop customized financial plans tailored to their unique needs and goals. From budgeting and debt reduction to investing and retirement planning, you’ll guide and support clients every step of the way. You’ll collaborate with a team of like-minded individuals who share your passion for making a difference, with opportunities for personal and professional growth.

Responsibilities

• Act as a key contact and liaison for clients to ensure their satisfaction.
• Interact with clients and associates in a professional and courteous manner, providing ongoing support.
• Share financial knowledge and strategies on business matters, investments, insurance, retirement, savings, and estate planning.
• Develop customized financial plans that align with clients’ unique needs and goals.
• Guide clients through budgeting, debt reduction, investing, and retirement planning.
• Collaborate with a team of like-minded professionals to drive impact and growth.
• Think creatively and contribute ideas to improve client outcomes.

Requirements

• 18 years or older and a U.S. citizen.
• Must pass a background check.
• Strong work ethic, integrity, perseverance, and a desire to grow.
• Entrepreneurial spirit and self-motivation.
• Drive, passion, and desire to help people.
• Customer service, leadership, or management backgrounds are preferred.
• Education, coaching, or military backgrounds are a great fit.

Training & Development

Training is provided in-house in both group and individual settings. All professionals on our platform have access to the education and mentorship needed to succeed. Our system is education-focused, with experienced mentors available to support your growth.

Advancement & Compensation

Advancement and compensation are scalable based on personalized individual career goals.