CLIENT RELATIONSHIP SPECIALIST FINANCIAL SERVICES REMOTE

Pregnantsee Inc.

10875 Main St. #203 10875 Main St. #203 Fairfax, VA(remote)

JOB DETAILS
SKILLS
Communication Skills, Customer Relations, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Financial Services, Information/Data Security (InfoSec), Interpersonal Skills, Organizational Skills, Record Keeping
LOCATION
10875 Main St. #203 10875 Main St. #203 Fairfax, VA
POSTED
30+ days ago
Benefits:
  • Bonus based on performance
  • Flexible schedule
  • Opportunity for advancement
  • Wellness resources

We are seeking individuals who enjoy building relationships and helping clients feel confident about their financial future. This role focuses on client communication, education, and ongoing support.


Responsibilities:


  • Build and maintain relationships with clients
  • Provide information about financial protection options
  • Assist clients with questions and policy updates
  • Schedule and conduct virtual check-ins
  • Maintain detailed client records
Qualifications:


  • Strong interpersonal skills
  • Detail-oriented and organized
  • Ability to communicate clearly and professionally
  • Prior customer service experience preferred
What We Offer:


  • Flexible remote schedule
  • Training provided
  • Performance-based earnings
  • Supportive team environment

About the Company

P

Pregnantsee Inc.