Client Services Specialist Financial Services Tennessee

All Financial Freedom; United States; Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Performance-based compensation

Licensing assistance

Flexible scheduling

Structured onboarding

Job summary

A financial services organization is looking for motivated individuals to deliver structured financial education and support clients through a standardized engagement process. No prior experience is required, as comprehensive training and licensing support are provided. Candidates will benefit from flexible remote work and have clear advancement opportunities based on performance. This role emphasizes professionalism and the ability to work independently, making it ideal for those seeking to grow into leadership roles over time.

Qualifications

• Candidates should have strong communication skills and professionalism.
• Must be able to work independently in a remote setting.
• Willingness to obtain required state licensing is necessary.
• 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 and long-term planning.
• Support individuals via 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

Licensing training willingness

Background check readiness

Education

Bachelor's degree preferred 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.