Client Service Specialist

All Financial Freedom; United States; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Performance-based compensation

Flexible scheduling

Licensing assistance

Structured onboarding

Job summary

A growing financial services organization is seeking motivated individuals to deliver structured financial education and guide clients through a standardized engagement process. No prior experience is required, as comprehensive training and licensing support are provided. Ideal candidates will possess strong communication skills and the ability to work independently in a remote environment. This role offers flexible scheduling, clear advancement opportunities, and a performance-based compensation structure, contributing to professional growth within the industry.

Qualifications

• Strong communication skills and professional presence are essential.
• Ability to work independently in a remote environment is required.
• Willingness to obtain required state licensing (training provided).
• Willingness to obtain required state licensing (training provided).
• Successful completion of a background check.

Responsibilities

• Deliver structured financial education through virtual meetings.
• Explain financial concepts related to protection, accumulation, and long-term planning.
• Maintain accurate documentation and adhere to compliance standards.
• Maintain accurate documentation and adhere to compliance standards.
• Participate in ongoing training and professional development.

Skills

Strong communication skills

Professional presence

Ability to work independently

Independent work

Education

Bachelor's degree preferred

Job description

This role is well suited for professionals who want to grow into greater responsibility and leadership over time within a professional environment.

This opportunity is ideal for professionals who are motivated to take ownership of their development while operating within an established framework. The role rewards initiative, consistency, and long-term contribution.

Position Overview

This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building.

No prior financial services experience is required. Comprehensive training and licensing support are provided.

Key Responsibilities

• Deliver structured financial education through virtual meetings
• Explain financial concepts related to protection, accumulation, and long-term planning
• Support individuals through a standardized, needs-based process
• Maintain accurate documentation and adhere to compliance standards
• Participate in ongoing training and professional development

Required Qualifications

• Bachelor's degree preferred or equivalent professional experience
• Strong communication skills and professional presence
• Ability to work independently in a remote environment
• Willingness to obtain required state licensing (training provided)
• Successful completion of a background check

Compensation & Benefits

• Performance-based compensation structure
• Remote work with flexible scheduling
• Licensing assistance and structured onboarding
• Clear advancement opportunities

Career Path

Advancement into senior specialist, leadership, or training roles based on performance.