Remote Client Services Specialist - Finance Growth Path

All Financial Freedom; Lansing (MI); Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

Performance-based compensation

Flexible scheduling

Licensing assistance

Job summary

A growing financial services organization is offering a remote role focused on delivering structured financial education. Ideal candidates will have strong communication skills and a willingness to obtain state licensing, with no prior experience required. The position emphasizes long-term relationship building and offers performance-based compensation, flexible scheduling, and clear advancement opportunities within the company.

Qualifications

• Strong communication skills and ability to engage with clients.
• Ability to work independently in a remote environment.
• Willingness to obtain required state licensing.

Responsibilities

• Deliver structured financial education through virtual meetings.
• Explain financial concepts related to protection and planning.
• Support individuals through a standardized, needs-based process.

Skills

Strong communication skills

Ability to work independently

Professional presence

Education

Bachelor's degree preferred

Job description

A growing financial services organization is offering a remote role focused on delivering structured financial education. Ideal candidates will have strong communication skills and a willingness to obtain state licensing, with no prior experience required. The position emphasizes long-term relationship building and offers performance-based compensation, flexible scheduling, and clear advancement opportunities within the company.