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!
ApplyJob Profile
U.S. residency and work authorization required
Benefits/Perks100% 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
Client-focused Communication Computer Interpersonal Organizational Remote work Technology Windows
Experience0 years
TimezonesAmerica/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