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Remote Account Coordinator

Remote, USA Full-time Posted 2025-05-22

We're hiring for Remote Account Coordinators to join our growing team. In this role, you'll connect with clients, learn about their financial goals, and share information about solutions and resources that support their success. This is an entry-level opportunity with training, mentorship, and clear career paths.

    Responsibilities
  • Act as the first point of contact for new and existing clients
  • Learn about client priorities and provide clear information on available products
  • Support clients through onboarding and account setup
  • Maintain ongoing relationships with clients through follow-ups and check-ins
  • Collect feedback and share insights to help improve services
    Qualifications
  • High school diploma required; college degree preferred
  • Strong communication and people skills
  • Ability to manage time effectively in a remote environment
  • Customer service or sales experience is helpful but not required
    What We Offer
  • Commission-based compensation with bonus opportunities and incentives
  • Health, dental, and vision benefit options
  • Remote role with flexible scheduling
  • Training, mentorship, and professional development
  • Advancement opportunities based on performance

Job Types: Full-time, Part-time

Pay: $55,000.00 - $75,000.00 per year

    Benefits:
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Vision insurance
  • Work from home

Work Location: Remote

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