Remote Financial Solutions Consultant
United States - Remote
Remote Financial Solutions Consultant
Are you driven by a passion for helping others and looking for a meaningful remote career? Join us as a Financial Solutions Consultant, where you’ll play a crucial role in guiding individuals and families towards a secure financial future.
What You’ll Do:
- Engage with clients virtually to understand their financial goals and needs
- Provide tailored recommendations and solutions to help them achieve their objectives
- Develop and maintain strong client relationships through exceptional service and ongoing support
- Manage and track client interactions with accuracy and detail
- Collaborate with a supportive team to meet and exceed goals
Who You Are:
- Excellent communicator with strong interpersonal skills
- Detail-oriented and organized, with a knack for managing information effectively
- Comfortable using digital tools and technology for virtual consultations
- Previous experience in sales or customer service is advantageous, but not required
What We Offer:
- Fully remote position with flexible scheduling options
- Competitive earnings with uncapped potential
- Warm leads provided—no cold calling required
- Comprehensive training and ongoing support
- Performance-based bonuses, health benefits, and retirement plans
Requirements:
- U.S. residency and work authorization
- Access to a cell phone and a Windows laptop/computer
If you’re enthusiastic about making a difference and ready for a rewarding remote career, apply now to become a Financial Solutions Consultant with us!
ApplyJob Profile
Fully remote U.S. residency and work authorization required
Benefits/PerksBonuses Competitive earnings Comprehensive training Flexible scheduling Fully remote Health benefits Making a difference No cold calling Ongoing support Performance-based bonuses Retirement plans Supportive team Training Warm leads Warm leads provided
Tasks- Client interactions
- Customer Service
- Engage with clients
- Manage client interactions
- Ongoing support
- Provide tailored recommendations
Client Engagement Computer Customer service Digital Tools Financial Consulting Interpersonal Sales 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