Client Service Specialist

Job description

This role is well suited for professionals who want to grow into greater responsibility and leadership over time within a professional environment. This opportunity is ideal for professionals who are motivated to take ownership of their development while operating within an established framework. The role rewards initiative, consistency, and long-term contribution. Position Overview This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building. No prior financial services experience is required. Comprehensive training and licensing support are provided. Key Responsibilities Deliver structured financial education through virtual meetings Explain financial concepts related to protection, accumulation, and long-term planning Support individuals through a standardized, needs-based process Maintain accurate documentation and adhere to compliance standards Participate in ongoing training and professional development Required Qualifications Bachelor’s degree preferred or equivalent professional experience Strong communication skills and professional presence Ability to work independently in a remote environment Willingness to obtain required state licensing (training provided) Successful completion of a background check Compensation & Benefits Performance-based compensation structure Remote work with flexible scheduling Licensing assistance and structured onboarding Clear advancement opportunities Career Path Advancement into senior specialist, leadership, or training roles based on performance.