Client Services Representative

Medium; Remote; USD 10,000 - 60,000; Full time

Job summary

A leading company in financial consulting is seeking a passionate individual for a client-focused role in Helena, Montana. This position allows for remote work, making it easier to balance professional and personal life. You will conduct virtual consultations with clients, ensuring their financial well-being while cultivating lasting relationships. This role offers flexibility, a supportive team environment, and opportunities for advancement based on performance. Join us if you are hard-working and motivated to succeed!

Benefits

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Access to industry-leading tools and technology

Qualifications

• Excellent communication skills for conducting virtual consultations.
• Ability to assess clients’ needs and provide tailored solutions.
• Strong relationship-building skills for maintaining ongoing client interactions.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and knowledge on solutions.
• Cultivate and maintain lasting client relationships.

Skills

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Job description

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career.

In this role, you will assume a vital position in securing families’ financial well-being.

Typical day-to-day tasks include:

Conducting virtual consultations with clients.

Assessing clients’ needs and imparting knowledge on solutions.

Cultivating lasting client relationships through consistent, periodic check‑ins.

Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Incentives include but not limited to:

• No cold calling
• Qualified lead program
• Advancement based on performance
• Weekly pay
• Mentorship and complete training
• Industry leading tools and technology access
• Work from home (web conference‑based presentations)

Looking for candidates who hold the below characteristics:

Passionate. Competitive. Motivated. Dependable. Hardworking. Adaptable. Flexible, Trainable.

If you are a hard‑working, motivated team player, this may be an opportunity for you!

*All interviews will be conducted via Zoom video conferencing

(Global Elite Empire Consultants is a third‑party recruiter, not an insurance agency)