FreshRemote.Work

Remote Financial Protection Specialist

United States - Remote

Remote Financial Protection Specialist

Are you passionate about helping people achieve financial security and peace of mind? Join us as a Remote Financial Protection Specialist and make a difference from the comfort of your home.

Your Role:

  • Conduct virtual consultations to assess clients’ financial needs and goals
  • Provide customized solutions to help safeguard their financial well-being
  • Build and maintain lasting relationships through exceptional service and ongoing support
  • Guide clients through each step of the process to ensure a smooth and positive experience
  • Keep accurate records of client interactions and adhere to industry standards

What We’re Looking For:

  • Strong communication and interpersonal skills
  • Detail-oriented with excellent organizational abilities
  • Comfortable using technology for virtual meetings and record-keeping
  • Prior experience in client-focused roles is beneficial but not required

What We Offer:

  • 100% remote work with flexible hours
  • Competitive pay structure with uncapped earning potential
  • Warm leads provided—no cold calling
  • Comprehensive training and ongoing support
  • Performance-based incentives, health benefits, and retirement options

Requirements:

  • U.S. residency and work authorization
  • Access to a cell phone and a Windows laptop/computer

If you're ready to help individuals secure their financial future and thrive in a remote work environment, apply today to become a Financial Protection Specialist!

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Job Profile

Regions

North America

Countries

United States

Restrictions

U.S. residency and work authorization required

Benefits/Perks

100% Remote 100% remote work Competitive pay Comprehensive training Flexible hours Fully remote Health benefits Incentives Make a difference No cold calling Ongoing support Performance-based incentives Remote work Retirement options Training Uncapped earning potential Warm leads Warm leads provided

Tasks
  • Build client relationships
  • Client interactions
  • Conduct virtual consultations
  • Guide clients
  • Guide clients through processes
  • Keep accurate records
  • Ongoing support
  • Provide customized solutions
Skills

Client-focused Communication Computer Interpersonal Organizational Remote work Technology Windows

Experience

0 years

Timezones

America/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9