Remote Customer Solutions Specialist
Company Overview
We are a growing financial services organization dedicated to helping individuals and families take control of their financial well-being. By combining personalized guidance with modern tools, we focus on building long-term relationships and practical solutions that make a real difference in our clients' lives.
Our team is fully remote and highly collaborative, with a strong emphasis on mentorship, continuous learning, and performance-based growth.
The Opportunity
This is an opportunity to build a client-facing career in financial solutions without cold calling or door-to-door sales. You will work directly with clients to understand their financial goals, educate them on their options, and help them put clear, achievable plans in place.
If you are motivated by helping others, enjoy problem-solving, and want a role where your effort and results directly influence your income and advancement, this position offers a clear path to grow from contributor to trusted advisor and potential leader.
What You'll Do
- Engage with clients remotely to understand their financial needs, concerns, and goals, and translate these into practical action plans.
- Develop tailored financial solutions, including budgeting, debt reduction, investment, and retirement strategies, using our training, tools, and templates.
- Conduct scheduled consultations and follow-ups (no cold calling or door-to-door work) to guide clients through key decisions and next steps.
- Use CRM systems, such as Salesforce, to track client interactions, monitor account metrics, and manage your personal pipeline of relationships.
- Identify opportunities to expand services for existing clients, strengthening relationships and increasing overall client satisfaction and retention.
What Success Looks Like
- Within your first 36 months, confidently conduct client consultations and present clear, customized financial solution plans with minimal supervision.
- Build and maintain a growing portfolio of satisfied clients who regularly engage with you for guidance and refer others.
- Consistently meet or exceed performance goals tied to client activity, plan implementations, and retention, supporting earnings in the $30,000$50,000 range based on results, with potential to go full-time and generate much more income.
- Demonstrate reliable, professional communication and accurate use of CRM tools, ensuring that client information, follow-ups, and next steps are always up to date.
What We're Looking For
- At least 18 years of age and a U.S. citizen, with the ability to obtain any required state license and complete a background check.
- Strong verbal and written communication skills, with a client-first mindset and the ability to build trust remotely.
- Comfort using CRM platforms (such as Salesforce) or similar tools to manage client relationships and interpret basic account metrics.
- A proactive, coachable approach: eager to learn financial concepts, open to feedback, and driven to grow your impact and income over time.
Compensation and Benefits
- Competitive annual compensation ranging between $30,000 - $50,000, scaling with performance and ambition.
- 100% remote role with the tools and training needed to succeed from anywhere.
- Opportunities for leadership development and career advancement based on performance.
- Flexible schedule that can adapt to your lifestyle.
How to Apply
If you are ready to build a client-focused career in financial solutions and grow with a remote, performance-driven team, please submit your resume and a brief note on why this opportunity interests you. We look forward to connecting with you.