Client Services Specialist

All Financial Freedom; Centennial (CO); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Performance-based compensation

Remote work with flexible scheduling

Licensing assistance

Clear advancement opportunities

Performance-based compensation

Job summary

A financial services organization is seeking motivated professionals to deliver structured financial education and support individuals through a standardized engagement process. This role values initiative and long-term contributions, offering performance-based compensation and flexible remote work. Candidates must possess strong communication skills and be willing to obtain state licensing. Comprehensive training and support are provided, making it an ideal opportunity for those looking to advance into leadership roles.

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.
• 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.
• Support individuals through a standardized, needs-based process.
• 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

Education

Bachelor's degree or equivalent experience

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.