NEW - Customer Care Business Development Agent - Work from home

Rowland Investisure LLC; Houston (TX); Remote; USD 30,000 - 120,000; Full time

Job summary

A leading financial services company is seeking self-motivated candidates for a remote role focused on helping clients with their financial planning. You will receive comprehensive training and have the flexibility to work as a 1099 contractor. This position, while commission-based, presents a significant earning potential for individuals committed to client success.

Benefits

In-house training at no cost

Flexible work hours

Incentives like trips

Qualifications

• No prior financial experience is required.
• Strong interpersonal skills are valued.
• Willingness to assist clients in financial planning.

Responsibilities

• Help and educate clients in financial planning options including investments and life insurance.
• Guide clients in retirement planning and long-term care.
• Ensure client understanding of financial products.

Skills

Customer service

Sales

Marketing

Accounting

Leadership

Job description

Job Opportunity:

We are currently seeking candidates for a position within our esteemed financial services company. This role is available on both a part-time and full-time basis, focusing on delivering exceptional customer care. While the position is in the financial industry, it involves engaging with and assisting clients. We prioritize candidates with excellent customer service skills and a genuine willingness to help others. This opportunity offers the flexibility to work remotely via Zoom. It is important to note that this is not a call center or sales-oriented role; hands-on experience must come from your own warm market during training, eliminating the need for outbound prospecting. After obtaining your license and completing training, you will set up appointments with genuine leads who have expressed interest in our company.

Successful candidates will be self-motivated, able to collaborate with diverse groups, exhibit strong team-building skills, and thrive in overcoming challenges while committing to personal and professional growth.

Prior experience in the financial industry is not mandatory, as we value social and interpersonal skills. We provide comprehensive training to equip new associates for their responsibilities.

About Our Industry:

The financial services industry has recently been recognized as the #1 growing career by the U.S. Department of Labor.

At Rowland Investisure, our mission is to service and protect the assets of 100 million families by 2030. As the fastest-growing wealth management company in the US, we are transforming the traditional financial industry. We guarantee success for clients and help them achieve their ideal financial future with a sector-led approach.

Our Fulfillment Formula guides our agents to success in Faith, Family, Finance, Fitness, and Fun. We promote daily improvements in these areas through incentives like trips around the world and annual team trips.

We offer in-house training 2 to 3 times per week at no cost, equipping you with skills to serve clients properly and enhance your financial literacy.

Responsibilities:

In this role, professionals will help and educate individuals about their financial planning options, including mortgage protection, child headstart plans, retirement plan rollovers, investments, life insurance, annuities, college plans, and more. The position allows remote work, providing flexibility in location and hours. Daily activities involve guiding clients in areas like retirement and college planning, long-term care, and life insurance. Many Americans lack guidance in these areas, creating a meaningful opportunity to make an impact.

Desirable Experience:

• Customer service
• Sales
• Marketing
• Accounting
• Managerial/leadership/entrepreneurial roles

Employment Type and Compensation:

1099 contractor / Commission-based, with a minimum expected income of $10,000 per month.

We are an equal opportunity employer.