Remote Client Support & Professional Development Specialist
We are a rapidly growing organization in the financial services and personal development sector, committed to helping individuals and families create a more secure future. Our mission is to empower clients with tools and resources to eliminate debt, prepare for retirement, and navigate unexpected financial challenges. At our core, we are a leadership development company driven by purpose and innovation.
Our business model is built to support motivated professionals with a proven system that includes personalized mentorship, world-class training, modern digital tools, and a supportive virtual environment. If you're looking to grow personally and professionally while making a difference in your community, this opportunity is for you.
Position Overview
We're seeking driven, purpose-oriented individuals who are looking to take control of their careers. Whether you’re looking for more flexibility, meaningful work, recognition for your efforts, or the chance to make a positive impact, we provide the structure and support you need to succeed.
Key Responsibilities
Engage with clients virtually to provide guidance and education around financial wellness and protection strategies.
Follow up with individuals who have requested information (no cold calling).
Use our systems to document and manage client communications.
Participate in ongoing virtual training and mentorship programs.
Collaborate with a team of like-minded professionals in a supportive and remote environment.
Qualifications
Background in customer service, consulting, or related fields is a plus but not required.
Excellent communication and interpersonal skills.
A strong work ethic and the ability to work independently.
Comfortable with virtual platforms and basic computer skills.
Eagerness to learn and grow professionally.
High school diploma or equivalent preferred.
Willingness to pursue additional industry certifications (company-supported).
What We Offer
Flexible full-time or part-time schedules available.
100% remote work—work from anywhere in the U.S.
Initial and ongoing professional training and mentorship.
No cold calling—work with pre-qualified leads from interested individuals.
Personal and professional development in a purpose-driven organization.
Access to virtual team support and a community of motivated professionals.
Potential to participate in company-sponsored recognition programs and team events.
Additional Information
Work Schedule: Flexible hours, remote position.
By applying, you consent to be contacted by phone, email, or text regarding this opportunity.
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