Job Description
Client Relations & Development Associate
Flexible Schedule | Performance-Based Compensation | Bonuses & Travel Incentives
About the Opportunity
We are expanding and looking for motivated, coachable, and people-oriented professionals to join our team as Client Relations & Development Associates.
This role focuses on building relationships, developing new clients, and helping individuals and families navigate the financial world with greater confidence and direction.
No previous industry experience is required. Associates are introduced to a proven professional development system that includes training, mentorship, and a structured roadmap for growth.
What You’ll Do
Build and develop relationships with prospective clients
Assist with customer and client acquisition
Conduct follow-up and maintain strong client relationships
Help clients identify financial goals, priorities, and areas of concern
Introduce clients to financial concepts and available solutions
Help individuals and families develop a clearer financial roadmap
Participate in ongoing training, mentorship, and professional development
Develop communication, sales, leadership, and business-building skills
What We Offer
Flexible Hours
Build your schedule around your current professional, educational, or family commitments.
Competitive Compensation Structure
Performance-based earning opportunities with room for increased compensation as you develop professionally.
Bonuses & Travel Incentives
Opportunities to qualify for performance bonuses, recognition programs, contests, and incentive trips.
Training & Mentorship
Learn through a structured development program while working alongside experienced professionals.
Growth & Advancement
Opportunities for individuals who demonstrate strong performance, leadership, and the ability to develop others.
What We’re Looking For
We’re looking for individuals who are professional, ambitious, coachable, dependable, and comfortable working with people.
Experience in sales, customer service, hospitality, management, education, or business can be helpful, but previous financial industry experience is not required.
Certain activities and financial products may require applicable state or securities licensing. Training and guidance regarding licensing requirements are provided as appropriate.
Make an Impact While Building Your Skills
This is an opportunity to develop professionally while helping people make more informed decisions about their financial future.
If you’re looking for flexibility, mentorship, performance-based growth, and an opportunity to build valuable professional skills, we’d like to connect with you.
Apply today to learn more about the position and our development process.
Job Responsibilities
Be the Voice Clients Trust
Elite Nation Financial helps families and business owners with insurance and retirement planning. When a client calls us, they're often working through something important — a policy question, a claim, a change in their family. The person who answers that call matters. That's this role.
No financial services experience required. We'll train you on our products, our systems, and how we take care of people. Bring patience and a good attitude — we'll handle the rest.
What You'll Do
Answer client calls, emails, and texts with warmth and accuracy
Schedule appointments and manage our agents' calendars
Help clients with policy questions, service requests, billing, and paperwork
Support the application and underwriting process from start to finish
Follow up after appointments to make sure clients feel taken care of
Maintain accurate client records in our CRM
What We're Looking For
Excellent phone and written communication
Organized — you can juggle several requests without losing track
Comfortable learning new software quickly
Discreet with confidential client and financial information
High school diploma or equivalent
Customer service, front desk, call center, or administrative experience helpful but not required
Bilingual [Spanish] a plus
Numbers & Facts
| Location | |
| Job Type | Temporary, Full-time, Part-time |
| Additional Compensation | Commission, Bonus, Tip |
Qualifications
What We're Looking For
Strong communicator who genuinely enjoys helping people
Self-motivated and coachable — you take feedback and run with it
Life & health insurance license preferred, not required (we'll help you get licensed)
High school diploma or equivalent
Reliable transportation and valid driver's license
Sales, retail, restaurant, or customer service background is a plus
Bilingual [Spanish] a plus
Benefits
Work From Home, Professional Development
About Company
