Entry-Level Client Representative (Remote)

We are looking for motivated, service‑driven individuals to join us as Entry- Level Client Representative (Remote). This role is well‑suited for those interested in growing within the financial services field while collaborating with knowledgeable professionals.

As a Entry-Level Client Representative, you will assist with client communication, appointment coordination, and financial education efforts. You’ll gain hands‑on exposure to financial concepts, client relationship management, and the process of helping individuals and families make informed financial decisions.

This opportunity is ideal for people who enjoy teaching others, building meaningful professional relationships, and contributing to client-focused support. We provide comprehensive training, mentorship, and ongoing development to help you succeed.

Responsibilities

• Connect with clients through virtual meetings to review their financial goals, priorities, and long‑term plans.
• Provide clear explanations of key financial concepts, including budgeting, retirement preparation, debt strategies, and protection options.
• Complete financial needs assessments and help outline personalized planning recommendations.
• Strengthen client relationships by managing follow‑up communication and ensuring ongoing support.
• Engage in training, mentorship, and continuous learning to expand your financial knowledge and professional skills.

Qualifications

• Must be at least 18 years old
• Must be legally authorized to work in the United States
• Must be able to pass a background check
• Strong communication and interpersonal skills preferred

Schedule

• Part-time or full-time options available

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• Flexible schedule
• Work from home

Application Question(s):

• Are you willing to complete any required licensing?
• Do you currently reside in the United States?
• Available within your first 48 hours for a phone call?

Work Location: Remote