Client Services Representative

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

Job summary

A growing financial consulting firm is seeking passionate individuals to conduct virtual client consultations and provide personalized solutions to enhance financial well-being. The role emphasizes relationship building through consistent follow-ups without the pressure of cold calling. Ideal candidates are competitive, motivated team players with a strong sense of adaptability. This position offers the flexibility to work from home and opportunities for advancement based on performance.

Benefits

Flexible schedule

Weekly pay

Mentorship and complete training

Access to industry-leading tools and technology

Qualifications

• Strong interpersonal skills for client consultations.
• Ability to assess client needs effectively.
• Motivation to build long-lasting client relationships.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and provide informed solutions.
• Cultivate client relationships through regular check-ins.
• Complete related administrative tasks.

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)