Fully Remote Client Support Specialist - Financial Services

Remote Jobs; Columbia (SC); Remote; USD 60,000 - 75,000; Full time

Job summary

Remote Jobs in the United States is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

We offer a schedule you can build around real life, and training with leaders who stay involved. You may engage in benefits conversations, not just sales energy, and AI tools may assist in screening and evaluations.

Qualifications

• Clear and human communication style.
• Ability to work without constant supervision.
• Willingness to follow a proven hiring process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who requested guidance.
• Partner with a growing team and leverage provided tools and mentorship.
• Deliver client-focused financial services presentations remotely.

Skills

Clear and human communication

Self-discipline

Openness to proven process

Benefits conversation interest

Job description

Remote Jobs in the United States is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

We offer a schedule you can build around real life, and training with leaders who stay involved. You may engage in benefits conversations, not just sales energy, and AI tools may assist in screening and evaluations.