Remote Financial Wellness Advisor

Talentify; Menifee (CA); Remote; USD 36,000 - 48,000; Full time

Job summary

The Fortitude Team is seeking a friendly, motivated Remote Customer Service Representative to join our growing team. You’ll work with individuals and families to guide their financial goals, offering educational insights and connecting clients with suitable solutions in a supportive, client-focused environment.

No prior financial services experience is required. We provide comprehensive training, mentorship, and ongoing development to help you build a rewarding career.

Qualifications

• Outstanding communication and interpersonal skills.
• Passion for helping people and delivering exceptional customer service.
• Positive attitude with a willingness to learn and grow.
• Self-motivated and dependable.
• Comfortable working independently in a remote environment.
• Strong organizational and time-management skills.
• Previous customer service, banking, healthcare, hospitality, education, or sales experience is preferred but not required.
• High school diploma or equivalent.
• Must be eligible to obtain the required state insurance and financial services licenses.

Responsibilities

• Build positive relationships with prospective and existing clients through virtual meetings.
• Educate individuals and families on financial concepts and planning strategies.
• Conduct client needs assessments and identify financial goals.
• Provide exceptional customer service throughout the client experience.
• Schedule and conduct follow‑up appointments with clients.
• Maintain accurate client records and documentation.
• Participate in ongoing training, mentorship, and professional development.
• Collaborate with experienced team members to develop client recommendations.
• Build a client base through referrals, networking, and community relationships.
• Complete state licensing requirements and maintain industry compliance.

Skills

Excellent communication

Customer service mindset

Remote work independently

Time management

Self-motivated

Education

High school diploma or equivalent

Job description

The Fortitude Team is seeking a friendly, motivated Remote Customer Service Representative to join our growing team. You’ll work with individuals and families to guide their financial goals, offering educational insights and connecting clients with suitable solutions in a supportive, client-focused environment.

No prior financial services experience is required. We provide comprehensive training, mentorship, and ongoing development to help you build a rewarding career.