Remote Client Specialist

Company Overview We are a mission-driven financial education and services organization focused on solving one of the world's most pressing issues: financial illiteracy. Our team is committed to empowering individuals, families, and business owners with the knowledge and strategies they need to make confident financial decisions. We pride ourselves on a culture of excellence, integrity, and growth. Our professionals work remotely across the country, supported by in-house training, experienced mentors, and a collaborative, education-focused environment. The Opportunity As a Remote Client Specialist, you will serve as the primary point of contact for clients, ensuring they feel informed, supported, and confident in their financial journey. This role is remote with flexible, personally customized scheduling, designed for driven individuals who want to make a positive impact in their communities. This role is a strong fit if you are entrepreneurial, self-motivated, and passionate about helping people. No prior financial experience is required as you will receive structured training and coaching to develop your skills in financial concepts, client service, and leadership, with advancement and compensation scalable to your personal career goals. What You'll Do Serve as a trusted contact and liaison for your clients, responding to questions and needs in a timely, professional, and courteous manner.Guide clients through understanding their current financial situation and help them clarify their goals and priorities.Collaborate with associates to provide financial education and strategies related to budgeting, debt reduction, investments, insurance-based protection, retirement, savings, and estate planning.Support clients in building and following customized financial plans, checking in regularly to help them stay on track and make informed adjustments.Work closely with a team of like-minded professionals, sharing ideas, participating in training, and contributing to a positive, growth-oriented culture. What Success Looks Like Within 36 months, you build and manage a growing portfolio of clients who consistently report high satisfaction with your responsiveness, professionalism, and clarity.You demonstrate a solid understanding of core financial concepts taught in training and apply them effectively in client conversations.You maintain regular, proactive touchpoints with clients and associates, ensuring clear communication and follow-through on agreed next steps.You actively participate in ongoing coaching and leadership development, showing measurable progress toward your individual career and income goals. What We're Looking For Strong desire to help people, with excellent listening skills and a client-first mindset.Backgrounds in customer service, education, coaching, military, leadership, or management are a plus, but not required.Entrepreneurial, self-motivated work style with the discipline to thrive in a remote, flexible environment.Integrity, perseverance, and a commitment to learning new concepts, including financial education and leadership development. Compensation And Benefits Advancement and compensation are scalable based on personalized individual career goals.Comprehensive in-house training, coaching, and mentorship in both group and individual settings.Part-time or full-time opportunity with personally customized scheduling.100% remote role with online tools and training provided. How to Apply If you are 18 or older, a U.S. citizen, able to pass a background check, and excited about helping others improve their financial future, please submit your application through this posting. We will review your information and contact qualified candidates with details on the next steps in our selection process.