Client Services Specialist

All Financial Freedom; Middletown Township (PA); Hybrid; USD 52,000 - 70,000; Full time

Benefits offered by this job

Performance-based compensation

Flexible work schedule

Licensing assistance

Clear advancement opportunities

Advancement opportunities

Job summary

A growing financial services organization is seeking professionals for a rewarding role that offers opportunities for career growth and leadership development. The position focuses on delivering structured financial education and guiding individuals through a standardized process. No prior experience in financial services is needed as comprehensive training is provided. Candidates should possess strong communication skills, a professional presence, and the ability to work independently in a remote setup. This role offers flexible scheduling and clear advancement opportunities.

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.

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

Ability to work independently

Professional presence

Background check clearance

Bachelor's degree preferred

Education

Bachelor's degree or equivalent experience

Job description

This position is designed for professionals seeking long-term career growth, increased responsibility, and leadership development within a structured organization

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.