Client Services - Remote

Cornerstone Financial Solutions; United States; Remote; USD 45,000 - 120,000; Full time

Benefits offered by this job

Remote work

Mentorship program

Flexible schedule

Job summary

Cornerstone Financial Solutions is seeking motivated, people-oriented individuals for a remote client-focused role in the financial protection industry. No insurance experience is required — training and mentorship are provided to help you succeed.

In this role you will connect with clients requesting life insurance information, explain protection options, and maintain organized follow-up with a remote team through structured coaching and ongoing development.

Qualifications

• No prior insurance experience required; training and mentorship are provided.
• Remote role with flexible schedule.

Responsibilities

• Connect with clients who requested information regarding life insurance coverage.
• Help individuals understand available protection options.
• Maintain organized follow-up and ongoing communication with clients.
• Work alongside a remote team with structured training and mentorship.
• Continue developing communication and professional skills through ongoing coaching.

Job description

Looking for a remote opportunity that offers flexibility, growth potential, and a supportive team environment?

We’re currently hiring motivated, people-oriented individuals for a client-focused opportunity within the financial protection industry. No previous insurance experience is required — training and mentorship are provided.

In This Role, You Will:

• Connect with clients who requested information regarding life insurance coverage
• Help individuals and families understand available protection options
• Maintain organized follow-up and ongoing communication with clients
• Work alongside a remote team with structured training and mentorship
• Continue developing communication and professional skills through ongoing coaching

What You Can Expect:

• Flexible work schedule
• Access to proven lead systems and training support
• Average first-year earnings of $45,000–$120,000+
• Long-term growth and leadership opportunities

We are partnered with top-rated insurance carriers and focused on helping families make informed financial protection decisions.